Working With Us

At TradePMR, we help empower you to make your practice more successful. By giving you choices you have the power to take your firm in any direction you wish.

The Power to Choose

TradePMR allows you to manage your fee-based business on your own – with the power to choose who to service, what investments to pursue, how to maintain oversight, when to expand, and why it’s the right decision.

The Power to Succeed

TradePMR provides a wide array of tools, resources, and support to empower you to manage your clients’ investments effectively and to grow your business efficiently.

The Power of Technology

TradePMR provides an all encompassing web-based platform that offers:

• Account Management
• Portfolio Rebalancing & Model Portfolios
• Separately Managed Accounts (SMA)
• Performance Reporting
• Automated Fee Deduction
• Research

The Power of Support

TradePMR only serves RIAs; it is our sole focus. Get full support and superior customer service to assist in growing and managing your business. Our team prides itself on supplying our Advisors with the tools and support to make their firms successful.