Press Releases

TradePMR Adds Trailing Stop Orders to its Advisor Workstation

Gainesville, FL – 2016 – Trailing Stop orders can be an invaluable tool for Financial Advisors providing added flexibility in helping secure profits through automatically adjusting an open stop order as markets move in their favor. “In today’s volatile markets, it’s...

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Trade-PMR, Inc. Announces Open House

TradePMR Open House TradePMR will sponsor an open house and Oktoberfest-themed Chamber After Hours event on October 22nd beginning at 5:30pm at the company's home office in Gainesville, FL. The event will feature local food and drink from Backstreet Blues Catering and...

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TradePMR to Incorporate Robo Tools for Advisors

September, 2015 - Gainesville, FL TradePMR has announced the firm is currently developing new, integrated features designed to support online portfolio management and account opening for today's robo-advisor strategies. TradePMR is addressing the needs of the...

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TradePMR Announces SSO Support for JVB Financials Bond Platform

Gainesville, FL – November 19, 2012 – TradePMR today announced the release of single sign-on support for the JVB Financials Bond Platform. Integration of this platform allows Advisors using Trade-PMR’s eCustody workstation to seamlessly search bond inventory with...

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Trade-PMR, Inc. Achieves SSAE 16 (SOC 1) Type I Compliance

Gainesville, Florida – October 19, 2012 - TradePMR today announced that it has successfully completed a Statement on Standards for Attestation Engagement No. 16 (SSAE 16 or SOC 1) Type I audit for their introducing Broker Dealer services and their top rated advisor...

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TradePMR Announces Cews & Associates Bond Support

Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform. Integration of this platform allows Advisors using Trade-PMR’s eCustody workstation to seamlessly search bond inventory with ease. “Providing seamless access...

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TradePMR to Present at T3 Conference

Gainesville, FL – August 17, 2012 – TradePMR announced today its sponsorship of the 2013 T3 Conference February 11-13th 2013 at the Hilton Miami Downtown in Miami, Florida. The conference features David Drucker and Joel Bruckenstein, two of the financial planning...

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Trade-PMR Launches Complex Options Trading Capabilities

Gainesville, FL – July 9, 2012 – Trade-PMR today announced the launch of complex options order entry capabilities on its advisor workstation. These capabilities enhance Trade-PMR’s options offering by allowing advisors to choose from a variety of industry-standard...

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TradePMR Licenses Morningstar Site Builder

Addition of Morningstar Tools and Content a Significant Benefit to Advisors Gainesville, FL – April 24, 2012 – Today TradePMR announced another significant upgrade to its Advisor Workstation. Using Site Builder, TradePMR has tightly integrated Morningstar’s...

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TradePMR Announces Dates and Venue for Synergy 2011 Conference

TradePMR’s Synergy 2011 to be held at Hilton Walt Disney World Resort May 4-6 Gainesville, FL – March 1st, 2011 – TradePMR today announced the 2011 version of their annual advisor conference, Synergy, will be held in Orlando, FL at the Hilton Walt Disney World Resort...

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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,...

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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 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 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 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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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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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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Frederick A. Van Den Abbeel Press Release

Gainesville, FL – August 01, 2008 – TradePMR, Inc., today announced that Frederick A. Van Den Abbeel has joined the firm as Executive Vice President. In his new role, Van Den Abbeel will be responsible for marketing TradePMR’s Registered Investment Advisory (RIA)...

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