A Seamless Transition for Your Firm

We know that migrating a book of business can be one of the most daunting tasks facing any financial advisor. Whether you’re making the move to independence or considering a new custodial service provider for your existing RIA, TradePMR works hard to make the process as simple as possible for your firm with minimal impact to your clients.  

• Fusion SYNC

  To automate and streamline the transition process, TradePMR’s Fusion SYNC uses artificial intelligence to allow RIA firms to upload their complete client approved information data set and automatically populate it into TradePMR’s Fusion platform. Fusion SYNC also cross checks the data for errors, reducing the need for manual corrections, designed to significantly accelerate the transition process – ultimately expecting to shorten the timeline needed to transition an entire book of business from weeks to, hopefully, just days. 

• Tailored Transition Process

  Transitioning assets can be a complicated process, but it doesn't need to be. Our dedicated transition specialists work with your team to coordinate the heavy lifting required to transition your back office. The team develops a personalized timeline and process that considers everything from opening an office to client approvals. Each transition is complimented with Fusion training to ensure your firm is up and running from day one.

• One-on-One Advisor Support

  Our Advisor Services team is there to help you navigate complex problems and deliver custom solutions for situations outside the normal day-to-day. No call center. Just one-on-one support so that you can keep focused on your customers and your business. Our Advisor Services team acts as a one-stop-shop so that you can quickly find solutions, technology training, and excellent service advisors to keep your business moving forward.

• Digital Onboarding & Account Opening

  With Fusion's enhanced digital onboarding process, TradePMR helps advisors seamlessly convert prospects into clients. Through a paperless process, advisors create reserved account numbers and partially completed forms to kick off a series of onboarding activities directly in Fusion, all while collaborating with the client via DocuSign. Account applications can be automatically populated with client data from the CRM to minimize manual entry, save time, and reduce NIGO errors. Advisors can bundle multiple accounts for a single household into a single DocuSign envelope, include all advisor documents automatically, and use parallel signing to enable multiple parties to add signatures simultaneously.

• Dedicated Operations

  Whether your firm is just getting started or you need a little extra help to close out a task, our reliable operations team members provide ongoing assistance throughout your relationship with TradePMR. Our committed teams from Transfers, Cashiering, and New Accounts help advisors navigate back-office operations complexities. Each team is well-versed and ready to help your firm drive results with reliable support.