New CRM System provides TradePMR Advisors with an excellent alternative to high-cost
standalone systems.
Gainesville, FL – February 18th, 2010 – TradePMR today announced
the release of its integrated Client Relationship Management (CRM) module into its
eCustody Advisor Workstation. The CRM module, specifically designed with RIAs in
mind, allows the management of Clients, Households, and Prospects. Different users
within an Advisor’s office can view and share contacts, notes, and tasks.
Each client record provides access to a complete history of activity, demographic
information, TradePMR accounts, and externally held accounts available through the
Account Aggregation system. Contacts can be assigned to specific users or made private,
and both contacts and groups can be tagged to facilitate searching. An integrated
calendar is available to track appointments and schedule meetings.
"The integration of CRM features into eCustody represents another step in the direction
of our ultimate goal – providing RIAs with everything they need to effectively run
their practice,” said Robb Baldwin, Chief Executive Officer of TradePMR. “Providing
our Advisors with the ability to manage their clients and prospects will help them
deliver exceptional customer service and grow their firms,” he added.
As part of its Superior-Workflow initiative, the CRM software is integrated with
the TradePMR electronic account opening system which automatically adds client records
to the CRM when a new account is opened. Contacts and groups can also be used in
the eCustody performance reporting system to build both individual and consolidated
reports across individuals, households, or firm-wide.
TradePMR’s CRM solution is available free of charge to all TradePMR Advisors and
is tightly integrated into its eCustody Advisor Workstation. It will be demonstrated
at Synergy 2010, TradePMR’s annual Advisor Conference, from February 24th – 26th
in Orlando, Florida.
About TradePMR
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 Fred Van Den Abbeel TradePMR, Executive Vice-President/RIA
888-579-8640