About TradePMR

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.

Jessica Shores
Impact Communications

Press Releases

Hybrid Advisor Platform Press Release

Hybrid Advisor Platform Press Release Birmingham, AL / Gainesville, FL – September 26, 2008 – TradePMR and Sterne Agee Financial Services (SAFS) announce a new Hybrid Advisor platform designed to give Registered Investment Advisors (RIA) the freedom to...

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Redtail CRM Press Release

Gainesville, FL – November 01, 2008 – TradePMR, Inc. a leader in providing broker services to Investment Advisors, has integrated the Redtail Technologies, Inc. Client Relationship Management (CRM) solution into its new eCustody Advisor Platform. The CRM system is...

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TradePMR Releases Paperless Account Opening System

New online account opening system promises to streamline advisor workflow and reduce paper. Gainesville, FL – February 16th, 2010 – TradePMR today announced the release of its paperless account opening system. This is the latest in a series of enhancements to its...

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TradePMR Releases Enhanced Performance Reporting Solution

Performance Reporting Solution offers Advisors alternative to costly Report Vendor products. Gainesville, FL – February 19th, 2010 – TradePMR today announced the release of its second-generation enhanced performance reporting solution. Continuing on the success of its...

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TradePMR Adds Learning Center to its Advisor Workstation

Addition of eLearning content to eCustody platform eases transition for new Advisors Gainesville, FL – June 8th, 2010 – TradePMR today announced the release of the eCustody Learning Center, a portal designed to augment the company’s outstanding customer service by...

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TradePMR, Inc Expanding into San Francisco Bay Area

Gainesville, FL – December 16, 2010 – TradePMR, Inc, today announced that in January 2011, Frederick A. Van Den Abbeel, Executive Vice-President responsible for marketing the firm’s brokerage and institutional custody services for Registered Investment Advisory (RIA)...

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TradePMR Attends T3 Conference

Gainesville, FL – January 21st, 2011 – TradePMR today announced their participation in the T3 conference to be held at the Grand Hyatt Bonaventure Hotel in Weston Florida, February 16-19th, 2011. The conference features David Drucker and Joel Bruckenstein, two of the...

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From the Blog