Addition of Multiple Models enhances trading functionality for Advisors
Gainesville, FL – July 12th, 2010 –Today TradePMR announced a significant upgrade to their model trading system. In this new release, advisors are now able to assign any number of portfolio models to a single account. This new feature allows advisors to better match the investment objectives of their clients without the need to create custom models on a per account basis. Models are assigned to accounts by percentage and can contain any number of securities.
“The ability to assign multiple models to a single account adds a significant improvement to our model trading system,” said Dennis Suppe, CTO of TradePMR. “Advisors can now rebalance part or all of an account using our model trading system,” he added.
As with the current release, accounts can be rebalanced by model or by account producing the required buy and sell trades necessary to rebalance one or a group of accounts. The trades produced from an account rebalance are stored in a basket allowing the Advisor to review and submit orders at his discretion.
TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors
For further information contact Rob Dilbone, Managing Director 888-723-3767