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4 min read
Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)
By TradePMR on May 16, 2023 8:55:01 AM
The integration offers advisors single sign-on capabilities, data feed connectivity, as well as a FIX trading connection. Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered ...
Topics:
Press Release
FinTech
WealthTech
Fusion
Technology
Integrations
3 min read
TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform
By TradePMR on Mar 15, 2023 9:03:23 AM
The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more. Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an ...
Topics:
Press Release
RIA technology
FinTech
WealthTech
Integrations
6 min read
TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution
By TradePMR on Feb 17, 2023 4:09:50 PM
Delivering the tools that RIAs need to serve their clients and grow their businesses. With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever ...
Topics:
FinTech
Technology
Registered Investment Advisor
RIA Custodians
Integrations
3 min read
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
By TradePMR on Feb 7, 2023 5:04:08 PM
Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics:
FinTech
RIAs
Registered Investment Advisor
Integrations
4 min read
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
By TradePMR on Jan 20, 2023 11:35:17 AM
RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics:
Financial advisors
FinTech
Fusion
Register for On-Demand Fusion Demo
Technology
Registered Investment Advisor
Custodial Service Providers
RIA Custodians
Integrations
5 min read
Paralyzed by Choices? Start with a Strong Tech Core and Build from There.
By TradePMR on Aug 19, 2022 12:45:50 PM
Tips to select the RIA technologies to support your unique business. RIAs face a unique challenge when it comes to technology: too many choices.
Topics:
RIA technology
RIAs
Custodial Service Providers
RIA Custodians
Integrations