Intuitive, Customizable, Innovative

Fusion

Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR’s Fusion platform offers tech solutions specifically designed for independent RIAs. Let’s talk about how our top-rated² custodial services platform can work for you.

• Account Management

  View and search through client accounts in a variety of simple ways, including name, tax ID or account number. View details, history and account demographics with a single click. View and manage all aspects of an individual account from one easy and intuitive workstation.

• Trading

  Quickly and efficiently trade on an individual account basis or on a position basis across multiple accounts. The system offers a variety of trading tools including:

  • Model Trading
  • Newly released Model Sleeve Trading
  • Position Trading
  • Basket Trading
  • Trailing Stops

• Fee Calculation

  The TradePMR workstation includes a robust fee system that makes it easy to process fees in a timely manner. Firm billings can be calculated quickly and easily in keeping with your preferences, including in advance or arrears, as well as using average daily balance or end-of-period values.

• Client Relationship Management

  Manage your client contact information in the same environment where trades, transactions and other functions are performed. Client contacts are created at the time of account opening, enabling advisors to enter notes, upload documents, schedule tasks, and review account demographics. TradePMR platforms also integrate with a variety of other leading CRM solutions on the market today.

• Insight Advisor Portal

  24/7 support is available through TradePMR’s Insight Advisor Portal. Insight gives advisors and their staff videos and step-by-step instructions on virtually every transaction available on our platforms. From contact information to best practices, Insight is an intuitive guide to all things TradePMR and should become an indispensable resource for your practice.