Media

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.

MEDIA CONTACT:
Jessica Shores
Impact Communications
913-649-5009
jessicashores@impactcommunications.org

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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