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TradePMR Announces Cews & Associates Bond Support

Sep 17, 2012 1:52:38 PM

Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform.

Integration of this platform allows Advisors using Trade-PMR’s eCustody workstation to seamlessly search bond inventory with ease.

“Providing seamless access to seasoned professionals like Crews & Associates can give advisors a compelling advantage in today’s competitive bond market,” said Scott Victoria, Director of Trading at TradePMR.

This feature is available to all Trade-PMR Independent RIAs free of charge as part of its eCustody Advisor Workstation.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors

For further information contact Rob Dilbone, Managing Director
352.332.8723 (ext. 105), rdilbone@tradepmr.com
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    Sources and Disclosures

    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

    22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

    3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

    5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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