For nearly two decades, TradePMR has addressed the technology and support demands of financial advisors with solutions that are easy to implement and user-friendly. The privately held introducing brokerage firm (Member FINRA/SIPC), founded and located in Gainesville, Florida, has maintained a singular focus of providing brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients. The firm delivers an integrated cloud-based workstation that enables RIAs to efficiently run their practices and be more effective.
From the Blog
The upcoming Synergy Conference being hosted by TradePMR May 16-18, 2018 is right around the corner. Have you registered yet? What does it take to put together a great conference for a great group of RIAs? Watch this fast-paced video for 17 seconds of time-lapsed /...read more
Building a strong brand is a constant and never-ending journey – get the insights and information you need to perfect and grow Establishing and building a strong brand for your RIA is essential. While many financial advisory firms spend a good amount of time and...read more
Three-day conference agenda celebrates 20 years of providing technology, tools and custodial support to drive strategic growth for RIAsread more