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Intuitive, Customizable, Innovative

RIA Technology Platform

 

 

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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.

Next-Generation RIA Technology

TradePMR’s Fusion advisor workstation enables you to manage virtually every aspect of your practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers. Of equal importance is TradePMR’s commitment to you that when you partner with us, you receive dedicated technology training, onboarding assistance and ongoing personal support.

 

Featured Integrations

Build your ideal RIA Tech Stack. Visit our Integrations page for a full list or make a request.

AdvisorEngine Confluence Axxcess Advyzon ALTPILOT Salus GRC Nitrogen PPC Loan Preferred Capital Securities Orion Sumridge Partners by Raymond James Skyway Capital Markets Smartria Logo American Endowment Foundation Encorestate Plans CalSurance CircleBlack SS&C Black Diamond UI Charitable Advisors Palmer Square Capital Management Nasdaq Dorsey Wright Invesco QQQ Panoramix Oak Street Funding The Oasis Group 11th Estate

Witness the power of Fusion on your own time, at your own pace.

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“20 people who will change wealth management”

CEO AND FOUNDER, ROBB BALDWIN FINANCIAL PLANNING MAGAZINE1

 1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

“2019 excellence in customer service award”

BUSINESS INTELLIGENCE GROUP3

3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

“#1 rated custodial platform in advisor satisfaction”

2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY, TECHNOLOGY AND TOOLS FOR TODAY2

22024 T3/Inside Information Advisor Software Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

4 min read

Joe Duran on Navigating the RIA Industry’s Third Phase

4 min read

SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success

6 min read

Tell A Better Story, Win a Better Client: How Marketing Can Help Grow Your Business

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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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