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 outstanding tools and content into its already highly regarded platform. The new tools include Morningstar Report, Morningstar Screeners, and the Portfolio Snapshot report. Morningstar QuoteSpeed rounds out this powerful collection of resources designed to give advisors the industry leading tools they need to be more successful.
“We’re delighted to be able to provide Morningstar features to our clients, and to further build on our relationship with Morningstar,” said Robb Baldwin, CEO of TradePMR. “Tools like Investment Detail™, Stock Intersection™ and Portfolio Snapshot™ support our desire to provide a distinctly comprehensive Advisor Workstation,” he added.
The Investment Screener will help Advisors select Stocks, Mutual Funds, and ETFs. The Stock Intersection report allows advisors to evaluate a portfolio’s exposure to individual securities and sectors to quickly indentify sources of outsized exposure.
The new Morningstar integrations are available free of charge to all TradePMR Advisors and will be demonstrated at Synergy 2012, TradePMR’s annual Advisor Conference from May 9 – 11 in Orlando, Florida. Morningstar representatives will be on hand to showcase the new offerings and answer advisor questions.
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.
For further information contact Rob Dilbone, Managing Director, 888-723-3767, firstname.lastname@example.org