Are you searching for a better platform for your clients and practice? TradePMR is rapidly becoming an industry leader in the brokerage and custodial services to independent registered investment advisors (RIAs) through our state-of-the-art online trading and management platform and our unmatched customer service.
Our mission each and every day is to support your business — not to take business away. We do not have a retail division competing with you like many other firms. This allow us to focus on providing the best, most comprehensive services to help you successfully manage and grow your practice.
At TradePMR, we recognize the need for the investment advisor to remain competitive with the banks and brokerages that are quickly redefining how investors do business. We offer a line of products and services that go beyond that of other firms servicing advisors. We work hard to ensure your business thrives by eliminating minimum asset thresholds and quarterly fees.
TradePMR will help build the fee-based portion of an advisor's business while still providing a Hybrid program for those advisors who want to remain registered for commission business.
For advisors who desire to go independent, TradePMR is a trusted partner with the experience and resources to assist in the transition. Our dedicated client services team will work with you from start to finish and ensure that you are kept up-to-date on all new accounts and transfers.
Here are just a few of the benefits of working with TradePMR. For a more complete list, see What We Provide.
ECustody is our state-of-the-art web-based trading platform that delivers a full range of resources to help you manage every aspect of your RIA and brokerage practice. It makes managing 1000 accounts as easy as managing one.
For more details about eCustody and how it can help you grow your practice, visit our Technology section or arrange for a demo by calling 1-88TradePMR.