Assessed across three weighted criteria, TradePMR’s custodial platform earned an “Excellent” rating with a score of 7.86 out of 10.
TradePMR recently received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score1, providing yet another testament to our dedication to provide industry-leading technology to RIAs.
The Ezra Group, a firm founded by industry veteran Craig Iskowitz to provide technology and strategy solutions to the wealth management industry, created the WealthTech Integration Score to be a clear and concise ranking of an application’s integration capabilities, according to the firm’s website2. The team analyzed more than 5,000 separate integrations between over 500 applications.
Integrations with TradePMR’s platform were assessed across three weighted criteria: breadth, depth, and security and technical support. The Ezra Group then calculated the score based on how TradePMR’s platform communicates with other applications. The full methodology can be found here.3
With a score of 7.86 out of 10, TradePMR received an “Excellent” rating and the highest score of any custodial platform. The full ranking is available here.
“We are proud to see our team’s hard work reflected in the Ezra Group’s thorough and objective analysis of technology integration,” said R. Scott Victoria, TradePMR’s Chief Operations Officer. “While it is exciting to receive the highest score for a custodial platform, we will continue to improve our platform and look forward to earning an even higher score in the next evaluation.”
According to the Ezra Group, the WealthTech score can support new firms in building a reliable and compatible tech stack while helping established firms have more confidence when adding new applications to their crowded digital environments. The score also hopes to increase transparency around integrations across the industry and encourages vendors to provide specific information about their capabilities on their websites.
“After over three decades in financial services and 18+ years in wealth management, we came to the conclusion that integrations were difficult to evaluate when making software buying decisions and also difficult to implement since many vendors did not provide adequate support,” the Ezra Group states on its website.
This is the second time this year that TradePMR’s custodial platform has been recognized in the industry. Earlier in 2024, TradePMR’s Fusion technology received the highest advisor satisfaction rating among custodial platforms in the 2024 T3/Inside Information Survey4.
To learn more about TradePMR and the integrated technology experience we have for RIAs, get in touch or email hello@tradepmr.com.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
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Disclosure:
Erza and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked. For more information click here.
1 EZRA GROUP WealthTech Integration Score, https://ezragroup.com/wealthtech-integration-scores/?caterory=19&category_name=Custodial%20Platform#search_bar
2 https://ezragroup.com/wealthtech-integration-scores/overview/
3 https://ezragroupllc.com/integration-scores-methodology/
4 2024 T3 Inside Information Software Survey, Bob Veres & Joel Bruckenstein, January 2024
