<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

3 min read

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

By TradePMR on Dec 2, 2024 11:54:45 AM

Running an independent advisory firm means wearing a lot of hats, and few people can successfully wear them all, says Carolyn Armitage, Founder and CEO of RIA Circle and Carolyn Armitage Consulting.


Many financial advisors are finding that the growth strategies that served them well in the past are not necessarily going to help them in the future.

Topics: Financial advisors RIAs RIA Growth
3 min read

How Personalized Communication Could Be Key to Unlocking Growth Across Generations

By TradePMR on Nov 15, 2024 9:11:59 AM

Advisors with a one-generation-fits-all approach may find themselves growing more slowly, or not at all, compared to those with a more nuanced technique.


How deep do generational divides go? While goals and risk tolerance will impact your clients’ preferences, their generational affinities may have a surprisingly outsized impact.

Topics: Financial advisors RIAs Client Relationships RIA Growth personalization Next-Gen
4 min read

How to Use Time Strategically to Build a Better Business

By TradePMR on Oct 31, 2024 3:49:41 PM

Advanced back-office workflows, AI capabilities, and thoughtful outsourcing are helping advisors achieve consistency across clients.


Sophisticated advisor technology is revolutionizing the way that advisors relate to their clients. If deployed properly, tools like artificial intelligence and back office streamlining hold the potential to return an important dividend on an advisor’s most precious asset: their time.

3 min read

TradePMR Introduces Fusion SYNC to Streamline RIA Transitions

By TradePMR on Oct 24, 2024 4:17:21 PM

An AI-enabled tool designed to shorten transition timelines, helping minimize errors for financial advisors breaking away or changing custodians.


GAINESVILLE, Fla.--()--TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today announced the launch of Fusion SYNC, an automated solution for streamlining one of the most common and often daunting tasks for registered investment advisors (RIAs): transitioning to a new custodian. Enabled by artificial intelligence (AI), Fusion SYNC is designed to allow RIA firms to upload their complete client approved information data set and automatically populate it into TradePMR’s Fusion platform. Fusion SYNC also cross checks the data for errors, reducing the need for manual corrections, designed to significantly accelerate the transition process – ultimately expecting to shorten the timeline needed to transition an entire book of business from weeks to, hopefully, just days.

Topics: RIA technology Transition RIA Custodians Artificial Intelligence
4 min read

Bridging the Gap Between RIA Marketing and Technology

By TradePMR on Oct 18, 2024 2:25:35 PM

As more advisors realize how vital brand identity is for their growth strategy, marketing technology can make advisors more effective at reaching clients they really want.


Prospecting and converting leads into paying clients is one of the most crucial and exciting aspects of building a sustainable business as a financial advisor. But it’s not easy.

Topics: RIA technology Registered Investment Advisor RIA Marketing
5 min read

Three Mid-Conference Season Takeaways, and One Snag to Avoid

By TradePMR on Oct 16, 2024 4:21:47 PM

As we approach the halfway point of the fall conference season, we’re noticing some themes that are emerging.


We love fall conference season. Whether exploring the latest advances in technology or meeting new advisors at a networking event, it’s exciting to learn more about the trends and dynamics that are affecting our industry.

Topics: Financial advisors RIAs RIA Growth ria conference
4 min read

TradePMR Enhances New Account Opening Capabilities to Support Advisor Growth

By TradePMR on Oct 7, 2024 11:12:36 AM

As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes


GAINESVILLE, FL – OCTOBER 7, 2024TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today announced new enhancements to its account-opening capabilities aimed at streamlining the new client onboarding process. The latest enhancements allow advisors to add multiple account applications and advisor documents simultaneously, while seamlessly integrating with existing customer relationship management (CRM) records within the highly rated Fusion platform. The result is a more efficient and less cumbersome account-opening experience for advisors and clients alike.

Topics: Financial advisors RIAs Technology Registered Investment Advisor RIA Growth
4 min read

Mark Tibergien: The Value of Serving the Client’s Entire Household

By TradePMR on Oct 3, 2024 4:35:39 PM

Why Tibergien believes ignoring the future generation of clients can lead to “a dead and dying business.”


At TradePMR, we’ve witnessed more industry changes than we can count. Some are well-planned and clearly demarcated, like an advisor going independent, while others can be gradual and iterative, such as the implementation of new technology or the evolution of workflows.

Topics: Financial advisors RIAs Technology Registered Investment Advisor RIA Growth Scale Enterprises Succession Planning Next-Gen
4 min read

Synergize Season 1 Wrap Up: 8 Insights to Help Supercharge Your Firm's Growth

By TradePMR on Sep 20, 2024 4:34:19 PM

The inaugural season concludes with topics such as organic growth, AI, and building enterprise value.


Host by TradePMR Chief Client Growth Officer Bill Coppel, The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. The inaugural season of Synergize covered important advisor-focused topics, including techniques for supercharging organic growth, how artificial intelligence will change advice, and why building enterprise value is such an urgent matter to address.

Topics: Financial advisors RIA technology RIAs Technology Marketing Registered Investment Advisor Client Relationships RIA Growth Artificial Intelligence Synergize Podcast AI
5 min read

Meet Jon Patullo, TradePMR’s New Chief Product Officer

By TradePMR on Sep 19, 2024 1:31:28 PM

Patullo shares his vision for technology and platform enhancements at TradePMR. And how tech could help advisors deliver a personalized experience.


Earlier this year, we announced that industry innovator Jon Patullo joined our executive team as Chief Product Officer. Since then, Jon has been busy meeting advisors, fine-tuning TradePMR’s product roadmap and third-party integration plans, and working with our deep bench of dedicated technologists and product specialists.

Topics: Financial advisors RIAs Technology Service Registered Investment Advisor Custodian Client Relationships RIA Custodians RIA Growth Artificial Intelligence RIA Customer Service
4 min read

Mixing Emotions and Data Helps RIAs Grow Their Businesses

By TradePMR on Sep 4, 2024 4:29:12 PM

To exceed client demand for unparalleled service, advisors are leveraging emerging technologies to generate new insights and opportunities.


The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Music, Spotify, and YouTube.

3 min read

TradePMR Trading, RIA Billing, and Digital Account Opening Recognized by Industry Study

By TradePMR on Aug 30, 2024 1:30:58 PM

A new report on 10 leading custodial service providers from The Oasis Group found that “TradePMR is agile and moves quickly to enhance its platform.”


TradePMR continues to receive recognition for the technology and service we offer to RIAs.

Topics: RIA technology Custodial Platform Integrations RIA custodian RIA Billing RIA Trading
3 min read

TradePMR Earns Highest Score Among Custodial Platforms on Ezra Group’s WealthTech Integration Score

By TradePMR on Aug 27, 2024 11:35:33 AM

Assessed across three weighted criteria, TradePMR’s custodial platform earned an “Excellent” rating with a score of 7.86 out of 10.


TradePMR recently received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score1, providing yet another testament to our dedication to provide industry-leading technology to RIAs.

Topics: RIA technology Financial Advisor Technology Custodial Platform Integrations RIA custodian
5 min read

TradePMR Adds Four Industry Veterans to Drive Evolution of Fusion Platform

By TradePMR on Aug 20, 2024 12:01:43 PM

With combined experience in roles at custodial and wealthtech firms, new hires will ramp up delivery of technology solutions for independent advisors.


GAINESVILLE and TAMPA, Fla. August 20, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support the ongoing expansion and enhancement of TradePMR’s Fusion technology and Integration platform. Joining the technology team of nearly 100 professionals are:

Topics: RIA technology Fusion Technology Financial Advisor Technology RIA Platform
5 min read

How to Revamp Your Brand Strategy for the “Experience Age”

By TradePMR on Aug 20, 2024 10:01:58 AM

A narrow focus on growing your business is key to developing a successful brand strategy, according to Susan Quinn, CEO of strategic marketing and design firm circle S studio.


The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple MusicSpotify, and YouTube

Topics: RIA Marketing RIA Growth
5 min read

How RIAs Can Use Customization to Help Clients Through Turbulent Markets

By TradePMR on Aug 7, 2024 10:31:37 AM

Client demand for customized solutions might mean more work for advisors, but it also provides an opportunity for RIAs to impress, according to Lamar Pierce, a professor of organization and strategy at the Olin Business School.


The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple MusicSpotify, and YouTube

Topics: Financial advisors RIAs Registered Investment Advisor behavioral science customization
5 min read

How RIAs Are Finding Value in AI Technology

By TradePMR on Jul 23, 2024 2:47:06 PM

While many RIAs are approaching AI with caution, others are already finding ways to drive operational efficiencies, according to CogniCor founder and CEO Sindhu Joseph.


The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple MusicSpotify, and YouTube

Topics: RIA technology Financial Advisor Technology Artificial Intelligence Synergize
4 min read

TradePMR Announces Enhancements to Integration with Advyzon

By TradePMR on Jul 17, 2024 11:53:58 AM

Latest improvements to increase efficiency for advisors and help energize organic growth.


GAINESVILLE and TAMPA, Fla.  May 16, 2024 - Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform for advisors. With a continuous focus on product innovation, Advyzon’s integration with TradePMR provides advisors with increased efficiencies and functions as an integral component designed to help with organic growth.

Topics: Press Release RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations Advyzon
6 min read

Leveraging AI To Grow: How RIAs Can Deploy New Technology

By TradePMR on Jul 17, 2024 9:18:12 AM

Confusion over how and when to use AI still exists. Here’s how our panel of AI experts is deploying this emerging technology.


While researchers and industry observers may disagree on the extent to which artificial intelligence will impact the wealth management industry, there’s little doubt that AI is slated to make waves.1

Topics: RIA technology Financial Advisor Technology Cybersecurity Artificial Intelligence
4 min read

Joe Duran on Navigating the RIA Industry’s Third Phase

By TradePMR on Jul 12, 2024 12:14:31 PM

 


The Synergize podcast explores the evolving role of the financial advisor in an emerging AI-driven world. Host and TradePMR Chief Client Growth Officer Bill Coppel brings together thought leaders and industry experts across a range of disciplines to share insights designed to help registered investment advisors thrive in the industry of tomorrow. You can listen and subscribe for free on Apple Music, Spotify and YouTube

Topics: RIAs Registered Investment Advisor RIA Growth Synergize
4 min read

SYNERGY24: Lessons in Entrepreneurship, Sourced from Decades of Success

By TradePMR on Jul 1, 2024 1:26:04 PM

MarketCounsel President and CEO Brian Hamburger and TradePMR Chief Legal Officer Charles "Chaz" Reiling discussed some of the most pressing topics for today’s wealth professionals during the SYNERGY24 conference in Las Vegas. 


When advisors make the leap to independence, they face a world of possibilities and challenges.

Topics: RIAs RIA Custodians SYNERGY24
6 min read

Tell A Better Story, Win a Better Client: How Marketing Can Help Grow Your Business

By TradePMR on Jun 27, 2024 8:12:29 AM

Advisors are reluctant to lean into marketing, even though they’re often natural storytellers. At SYNERGY24, a panel discussed how RIAs can improve their marketing plans in their effort to build sustainable organic growth.


Advisors know that their clients’ success includes a purposeful plan and intentional actions. Ironically, it can be a challenge to take those same lessons and apply them within an advisor’s own practice — especially when it comes to marketing.

Topics: RIAs RIA Marketing SYNERGY24
3 min read

Smartria and TradePMR join forces to support RIA firm growth

By TradePMR on Jun 20, 2024 4:24:24 PM

New integration delivers custodial data from TradePMR’s platform into Smartria’s compliance technology.


In conjunction with TradePMR’s Synergy 2024 conference in Las Vegas, Smartria and TradePMR announced that the companies have integrated their platforms and deliver TradePMR custodial data into Smartria’s compliance software.

5 min read

SYNERGY24: Robb Baldwin and Joe Duran Share Four Keys for Powering RIAs’ Organic Growth

By TradePMR on Jun 12, 2024 1:33:07 PM

A bull market and M&A activity are masking deficiencies in RIAs’ approach to landing new business. Fortunately, there are tried and true techniques that could help advisors get back on track.


Registered investment advisors who are treading water may actually be treading on thin ice, according to some of the industry’s most successful entrepreneurs.

Topics: RIA technology Robb Baldwin RIA Marketing RIA Growth RIA Customer Service SYNERGY24
4 min read

SYNERGY24: How Personalization and the Client Experience are Driving TradePMR’s Product and Advisor Services Teams

By TradePMR on Jun 7, 2024 1:00:40 PM

TradePMR Chief Operating Officer Scott Victoria, Chief Product Officer Jon Patullo, Director of Product Brandon Storch, and Advisor Services Manager Bret Feldman took the stage at SYNERGY24 to share the latest updates coming to RIAs.


Personalization, service excellence, and the client experience are three areas TradePMR is focusing on to help power growth for registered investment advisors.

Topics: RIA technology Advisor Technology Financial Advisor Technology Custodial Platform RIA Custodians RIA custodian RIA Platform Account Opening Advisor Documents SYNERGY24
5 min read

Reigniting the Entrepreneurial Spirit: Transforming RIAs into Industry Rainmakers

By Robb Baldwin on May 31, 2024 3:40:26 PM

At SYNERGY24, TradePMR CEO Robb Baldwin delivered a keynote address explaining that advisors aren’t born to be rainmakers, they must earn it.


Editor’s note: This is an edited excerpt of the keynote address TradePMR CEO Robb Baldwin delivered at the SYNERGY24 conference in Las Vegas. This article originally ran in the latest edition of AdvisorEngine’s Action! Magazine.1

Since I first became an independent financial advisor, I’ve believed that it's not just the best business model in wealth management but a movement driven by the entrepreneurial spirit.

Topics: Financial advisors Robb Baldwin RIAs Registered Investment Advisor RIA Custodians RIA custodian RIA Platform SYNERGY24
9 min read

TradePMR Celebrates 25th Anniversary at Annual SYNERGY Conference

By TradePMR on May 16, 2024 10:30:36 AM

Speaker lineup announced for three-day event in Las Vegas, featuring RIA industry leaders and partners sharing insights and strategies with an audience of growth-minded advisors.


GAINESVILLE and TAMPA, Fla.  May 16, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (RIAs), today released further details of its annual SYNERGY conference, which kicks off next week in Las Vegas from May 21 through May 24. Celebrating its 25th anniversary, TradePMR will bring together growing RIAs from across the nation for three days of learning, collaborating, and sharing best practices for success. With the theme “Limitless,” this year’s SYNERGY conference is designed to help independent RIAs reach new heights in the areas of operations, services, and technology.

Topics: Robb Baldwin RIAs Financial Advisor Technology Las Vegas RIA Platform SYNERGY24
3 min read

TradePMR Adds Industry Veteran Jon Patullo to Leadership Team

By TradePMR on May 14, 2024 10:20:59 AM

Bringing decades of custody service and technology experience to the team, Patullo comes aboard as Chief Product Officer, overseeing the suite of technology solutions for independent advisors.


GAINESVILLE and TAMPA, Fla. May 14, 2024 - TradePMR, a technology and custodial services provider for registered investment advisors (“RIAs”), today announces the appointment of Jon Patullo as Chief Product Officer. Patullo brings to the TradePMR team a unique combination of custody platform experience and deep knowledge of technology and integration solutions within the independent advisor ecosystem. His background includes executive and leadership roles at Apex Clearing, Charles Schwab & Co. and TD Ameritrade. Patullo joins the leadership team at TradePMR as the firm celebrates its 25th year as a custody solutions provider dedicated to independent advisors.

Topics: Press Release RIA technology Robb Baldwin Advisor Technology Registered Investment Advisor Custodial Service Providers
4 min read

Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria

By TradePMR on May 10, 2024 3:41:48 PM

 


TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is working hard to blend product, operations, and client service together, and why SYNERGY24, which will run from May 21 through May 24, we expect to be slated among the year’s top industry events.

Topics: RIAs SYNERGY Custodial Service Providers Financial Advisor Technology Custodial Platform Artificial Intelligence
6 min read

"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling

By TradePMR on Apr 26, 2024 3:32:09 PM

 


Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal Officer, Charles “Chaz” Reiling. Here’s what we had to say.

Topics: SYNERGY Custodial Service Providers ria conference
4 min read

What to Expect at SYNERGY24: Limitless in Las Vegas

By TradePMR on Apr 25, 2024 1:22:50 PM

How SYNERGY24 can help your operations, services, and technology reach new heights.


TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to invigorate firm growth, and learn how TradePMR is evolving its offering to meet advisor needs.1

Topics: RIA technology SYNERGY RIA Custodians Las Vegas
6 min read

Responsible Innovation: Developing Technology With Positive Purpose

By TradePMR on Apr 16, 2024 3:34:49 PM

In a world of constant motion, innovation is paramount. But it shouldn’t come at the cost of upheaval and confusion.


The trajectory of innovation is rarely a straight line — and rarely a process completed in isolation. Whether building the latest wealth management application, rethinking a business model, or weighing an acquisition, technological and practical innovation means considering both potential advantages and disadvantages. The implications for a misstep along the path of progress can be outsized, but in a world of constant motion, staying the same is rarely tenable.

Topics: RIA technology RIAs RIA custodian RIA Platform
6 min read

Six Surprising Studies Revealing The Power Of Personalization

By TradePMR on Apr 3, 2024 10:47:34 AM

From coaching to investment models, here’s a closer look at why customization can be so important for financial advisors.

What does a homemade birthday card, a vanity license plate, and a financial plan have in common? Whether celebrating someone special, adding a pithy combination of letters and numbers to a vehicle, or offering bespoke advice, they all showcase the power and promise of personalization.

Topics: RIA practice RIA technology RIAs Registered Investment Advisor Financial Advisor Technology Client Relationships RIA Marketing
4 min read

Trade Settlement Is Getting Faster. Here’s What You Need To Know.

By TradePMR on Mar 22, 2024 12:07:01 PM

 


As most financial advisors are likely aware, there is a difference between the date when you trade a security and the date the transaction settles.

Topics: RIA practice Trading SEC
4 min read

Why TradePMR Believes In Building Relationships Over Making Transactions

By TradePMR on Mar 18, 2024 3:54:30 PM

Theres a big difference between relational and transactional interactions. Heres why we believe in relationships.


Making a sale is an exciting, necessary, and important step to growing a business. In wealth management, the products and services sold range from financial plans and investment management to insurance and trusts.

Topics: RIA practice Service Wealth Management Registered Investment Advisor RIA Custodians
6 min read

What I Have Learned from Speaking with Hundreds of Advisors Looking for a New RIA Custodian

By Rob Dilbone, Managing Director at TradePMR on Mar 13, 2024 3:30:00 PM

 

By Rob Dilbone Managing Director at TradePMR

10 Points to Evaluate in Your Next Provider.

Topics: Financial advisors RIAs Transition Registered Investment Advisor RIA Custodians
4 min read

How TradePMR is Working to Help Reignite the RIA Industry’s Growth Engine

By TradePMR on Mar 8, 2024 3:13:07 PM

Robb Baldwin, founder, president, and CEO of TradePMR, discusses the slowing organic growth in wealth management and how to fix it.


In a recent guest column for WealthManagement.com1, TradePMR founder and CEO Robb Baldwin examines some new data that suggests many RIAs are no longer growing organically.  

Topics: RIA practice Technology Wealth Management RIA Growth Advisor Evolution Sciences
4 min read

Human Connections Are Primed to Flourish, Even in Our AI World

By TradePMR on Mar 4, 2024 2:34:45 PM

AI is already impacting your business. Here’s why you shouldn’t be ignoring it.


Get ready for TradePMR’s CE-credited webinar on the impacts of artificial intelligence as Chief Client Growth Officer Bill Coppel and Atlas Point’s Head of Behavioral Science, Liz Strait, discuss the future of wealth management.

The exclusive live webinar will be held on March 14 at 2pm ET. Sign up today. 

Topics: RIA practice Technology webinar Wealth Management Artificial Intelligence CE Credits
5 min read

What’s in a Name? Why Language Matters at TradePMR

By TradePMR on Feb 14, 2024 12:17:13 PM

We're particular about the words we use. Here's why.


Business leaders and entrepreneurs know the power of intentional and thoughtful communication. In the wealth management industry, terms like “custodian” and “best interest” take on whole new meanings that are immensely dependent on context. Meanwhile, debates continue to swirl on whether products and services are “bought” or “sold.”  

Topics: Financial advisors TradePMR RIAs Registered Investment Advisor Custodial Service Providers Client Relationships RIA Custodians
6 min read

TradePMR Named One of the Best Companies to Work for in Gainesville and Florida

By TradePMR on Feb 13, 2024 11:29:20 AM

The RIA technology and custodial services provider ranked 10th among midsized companies in Florida.


GAINESVILLE and TAMPA, Fla. – February 07, 2024TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), ranked ninth in the Greater Gainesville Best Places to Work survey, featured in the December 2023 issue of the Guide to Greater Gainesville Monthly.1 The honor comes on the heels of TradePMR being named one of the Best Companies To Work For in Florida for the second consecutive year.2 Florida Trend magazine ranked TradePMR 10th among midsized companies in July3 after ranking the company 13th in the same category in 2022.

Topics: TradePMR Recruiting Feedback
4 min read

TradePMR’s Invite-Only M&A Symposium Is One of the Most-Discussed Events at the 2024 T3 Conference

By TradePMR on Jan 30, 2024 2:29:13 PM

Robb Baldwin, Joe Duran and Dan Kreuter marked the unofficial start to conference season with a look at client service and entrepreneurism in wealth management.


At TradePMR, we’ve never been shy about setting high expectations and the right tone. In light of that, TradePMR Founder and CEO Robb Baldwin commemorated the unofficial start of the 2024 conference season with an invite-only M&A Symposium during the first day of the Technology Tools for Today (T3) conference. Joining Baldwin was Joe Duran, CEO of Rise Growth Partners and founder of United Capital, and Dan Kreuter, CEO of Gladstone Group.

Topics: Financial advisors TradePMR RIAs Conferences M&A
4 min read

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

By TradePMR on Jan 24, 2024 5:14:17 PM

The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction.


GAINESVILLE and TAMPA, Fla. January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion platform in both the Custodial Platforms and Online Portfolio Management categories. These rankings were highlighted in the 2024 T3/Inside Information Survey1, an annual survey distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres that was released Tuesday at the T3 Technology Conference in Las Vegas. The survey results were based on anonymous feedback collected from November and December, 2023.

Topics: Press Release Technology Demo RIA technology FinTech Joel Bruckenstein Register for On-Demand Fusion Demo Technology Fusion Demo Top Tech
4 min read

TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12

By TradePMR on Oct 3, 2023 8:45:00 AM

Ken Block and Drew Copeland of Sister Hazel will perform at the fundraiser which benefits the band’s non-profit pediatric cancer charity, Lyrics for Life.


GAINESVILLE, Fla. October 3, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, will host its seventh annual Oktoberfest fundraiser on Thursday, October 12, 2023, from 5:30 – 7:30 p.m. ET at TradePMR headquarters, 2511 NW 41st St in Gainesville, Fla. The event will feature craft beer selections from Gainesville’s own Blackadder Brewing as well as wine from Dorn’s Liquor and Wine Warehouse. Oktoberfest will also host Cilantro Tacos and B’z Gelati food trucks for dinner and dessert. Ken Block and Drew Copeland from Sister Hazel will perform. A l proceeds from Oktoberfest benefits the band’s non-profit foundation, Lyrics for Life.

Topics: Philanthropy Press Release
4 min read

TradePMR Announces Fall RIA Conference Lineup

By TradePMR on Sep 19, 2023 3:00:15 PM

TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space.

GAINESVILLE and TAMPA, Fla. September 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced the conferences that it will be hitting the road in support of the wealth management and fintech industry during the second half of 2023. The firm is attending conferences to meet with growth-minded advisors in person about the trends impacting their businesses including new RIA software and evolving RIA custodial platforms.

Topics: Press Release FinTech Advisor Evolution Sciences Conferences Artificial Intelligence
6 min read

Starting an RIA? Time to Let the World Know

By TradePMR on Aug 17, 2023 8:50:28 AM

4 Steps to Begin Building Your Brand.

Topics: RIA practice Financial advisors RIAs Marketing
5 min read

Your Clients’ Best Interest: A Fiduciary Duty to Evaluate RIA Custodian Pricing

By TradePMR on Aug 3, 2023 9:25:46 AM

Putting your clients in the best position to succeed.


In 2019, the SEC released the Regulation Best Interest rule1.

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

TradePMR Launches Advisor Evolution Sciences for Financial Advisors

By TradePMR on Jun 2, 2023 8:30:00 AM

The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. 


GAINESVILLE and TAMPA, Fla. June 2, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today a new kind of service offering: Advisor Evolution Sciences (AES). AES is a curated offering designed to help RIAs continually evolve their businesses to capitalize on shifting industry trends and meet expanding client expectations. The launch of AES was announced at TradePMR’s annual SYNERGY conference taking place this week in Tampa, Fla.

Topics: Press Release Service Custodial Service Providers RIA Growth
4 min read

TradePMR Releases Reimagined Fusion Technology Platform

By TradePMR on Jun 1, 2023 2:23:33 PM

This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system.


GAINESVILLE and TAMPA, Fla. June 1, 2023- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today at its annual SYNERGY conference that it has launched a new version of its Fusion technology platform. With this launch, Registered Investment Advisers (RIAs) working with TradePMR can now access the provider’s top-rated technology1 from desktop, tablet, and mobile devices. The reimagined platform delivers a completely refreshed user experience as well as expanded trading capabilities and a secure Message Center.

Topics: Press Release FinTech WealthTech Fusion Technology
4 min read

TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference

By TradePMR on May 18, 2023 8:30:00 AM

The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days.


Gainesville and Tampa, Fla. – May 18, 2023TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), today announced details for its annual SYNERGY conference, which kicks off in Tampa, Fla., May 31-June 2. The conference marks the first time the company has hosted its annual gathering of RIAs in the Tampa Bay area since expanding its offices outside Gainesville, Fla., in 2020. The SYNERGY23 theme “Accelerate” focuses on insights, services, and solutions designed to propel RIA operations and growth.

Topics: Press Release FinTech RIAs SYNERGY Wealth Management
4 min read

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)

By TradePMR on May 16, 2023 8:55:01 AM

The integration offers advisors single sign-on capabilities,

data feed connectivity, as well as a FIX trading connection.


Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced today an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is intended to streamline workflows for registered investment advisers (RIAs) working with TradePMR and Advyzon.

Topics: Press Release FinTech WealthTech Fusion Technology Integrations
3 min read

Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23

By TradePMR on May 11, 2023 9:43:15 AM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities.


SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can potentially facilitate firm growth, and to learn how TradePMR is evolving its offering to meet advisor needs.

Topics: Financial advisors Fusion SYNERGY Wealth Management Advisor Technology
4 min read

Zero Trust Cybersecurity Approach – Protecting Your Firm, And Your Clients

By TradePMR on Apr 11, 2023 8:36:53 AM

Four Crucial Pillars for Your Cyber Program

Topics: FinTech Data Registered Investment Advisor Cybersecurity
3 min read

TradePMR Expands C-Suite with Chief Risk Officer, Charles Reiling

By TradePMR on Apr 6, 2023 9:00:12 AM

The attorney and former CEO brings 25 years of

leadership in financial services to TradePMR.


GAINESVILLE and TAMPA, Fla. April 6, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today that it has added Charles Reiling as Chief Risk Officer. For more than two decades, Reiling has helped lead financial services organizations across the country. Reiling is admitted to the bar in Maryland and will leverage his financial services and legal expertise to support TradePMR and the RIAs it serves.

Topics: Press Release RIAs Technology Service Registered Investment Advisor RIA Growth
4 min read

TradePMR Outlines Cybersecurity Challenges, Risks Faced by RIAs in New White Paper

By TradePMR on Apr 4, 2023 8:23:14 AM

The new report also decodes proposed cybersecurity regulations financial advisors must comply with to better protect firm, clients.


GAINESVILLE and TAMPA, Fla. – April 4, 2023 TradePMR has published a new white paper for Registered Investment Advisers (RIAs) which addresses a critical issue facing the industry: cybersecurity. The report titled, “Understanding Cybersecurity and Mitigating Risk,” discusses the history of cybersecurity regulations, components of an effective RIA cybersecurity program, and the potential impact proposed legislative changes could have on a firm’s cybersecurity responsibilities. The paper was written by industry veterans Joel Bruckenstein, president of Technology Tools for Today, John O'Connell, founder of The Oasis Group, and Brian Edelman, founder and CEO of FCI.

Topics: RIA technology RIAs Technology Registered Investment Advisor Cybersecurity
6 min read

Evaluating Service Without Being Served – Transition Support to Business as Usual

By TradePMR on Mar 21, 2023 8:49:19 AM

How registered investment advisers can help ensure their next RIA custodian offers the support they need to meet their goals.


Advisors considering a change in RIA custodians face a difficult challenge, but not an insurmountable one.

Topics: Transition Service Registered Investment Advisor RIA Custodians Support
3 min read

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

By TradePMR on Mar 15, 2023 9:03:23 AM

The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more.


Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an all-in-one platform for relationship-focused advisors, and TradePMR, a technology and custodial services provider, announced today a new integration. The relationship is designed to enable RIAs working with TradePMR to leverage CircleBlack’s core capabilities including performance reporting, trading and rebalancing, billing, and document vault, along with integrations in place with the leading wealthtech vendors across CRM, planning, risk analysis, and more.

Topics: Press Release RIA technology FinTech WealthTech Integrations
3 min read

TradePMR Bolsters Leadership Team with Addition of Wealth Management Industry Veteran, Bill Coppel

By TradePMR on Mar 13, 2023 3:25:24 PM

Coppel joins the TradePMR team as Vice President of Practice Management.

GAINESVILLE and TAMPA, Fla. March 13, 2023 - TradePMR, a technology and custodial services provider for Registered Investment Advisors, announced today that it has added Bill Coppel as Vice President of Practice Management. For more than 30 years, Bill has led strategy, business development, marketing, sales management, and professional development in the wealth management and clearing/custody industries. In this new role, Coppel will be charged with expanding TradePMR’s practice management and advisor growth resources.

Topics: RIA practice Press Release RIAs Practice Management RIA Growth
4 min read

Finding the Right Technology to Retain Talent

By TradePMR on Mar 8, 2023 5:06:33 PM

How RIAs can build a tech stack designed to support their team and their culture.


For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time; it can transform their practice and provide the infrastructure they need to meet their short- and long-term goals.

Topics: RIA practice Financial advisors RIA technology Practice Management
7 min read

Take Control of Your RIA Custodian Transition With a Custom RFP

By TradePMR on Feb 28, 2023 3:18:30 PM

Here’s how a Custodian RFP can help you manage custodian changes for you and your clients.


Note: This blog post  was updated on August 22, 2024.

Every RIA will likely consider a change in custodians at some point. While change can be stressful, it can also present an opportunity for growing your business.

Topics: Financial advisors RIAs Transition Custodial Service Providers RIA Custodians
5 min read

Continuity and Succession Planning – Ensuring Long-Term Client Success

By TradePMR on Feb 21, 2023 2:43:54 PM

Secure a future for your RIA and your clients.


Owning and operating a registered investment advisor (RIA) firm is a dream come true for many advisors. With the independence model, advisors can run their businesses the way they want, from client service to growth plans to RIA technology choices.

Topics: RIA practice Practice Management Registered Investment Advisor RIA Custodians
6 min read

TradePMR’s Fusion Technology: Comprehensive Integrations and Constant Evolution

By TradePMR on Feb 17, 2023 4:09:50 PM

Delivering the tools that RIAs need to serve their clients and grow their businesses.


With the proliferation of investor-facing fintech and robo-advisor technology, clients demand a better digital experience from their financial advisors than ever before. Clients expect their advisors to provide more than investment management - they’re looking for a guide that can support every aspect of their financial lives with complexity and clarity.

Topics: FinTech Technology Registered Investment Advisor RIA Custodians Integrations
5 min read

Read the Fine Print: Three Key Components to Your RIA Custodian Agreement

By TradePMR on Feb 10, 2023 10:36:43 AM

Make sure your RIA’s next provider has the pricing, cybersecurity, and data policies to support your business.


Before signing on with a new RIA custodian, advisors likely follow a few common steps: develop a list of providers, connect with other advisors, take technology demos, to name a few.

Topics: RIAs Data Pricing RIA Custodians Cybersecurity RFP RIA Fees
3 min read

TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs

By TradePMR on Feb 7, 2023 5:04:08 PM

Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated practice management and tailored consulting services to advisors on the TradePMR Fusion platform.

Topics: FinTech RIAs Registered Investment Advisor Integrations
4 min read

Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing

By TradePMR on Feb 7, 2023 11:38:38 AM

Two downloadable guides to help advisors find their next provider.


While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.

Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

TradePMR’s Approach: Flexible Technology Meets Flexible Service

By TradePMR on Feb 3, 2023 8:53:42 AM

How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support.


RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and service.

Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
3 min read

10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist

By TradePMR on Jan 23, 2023 1:51:39 PM

Could an RFP help your firm find the best-fit provider for your unique team?


Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA custodian merger.

Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
4 min read

TradePMR's Integration Network - Streamlining Your RIA Firm Operations

By TradePMR on Jan 20, 2023 11:35:17 AM

RIA technology flexibility to fit how you run your business.


According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. The question becomes: what’s the right fit for your business?

Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
3 min read

New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023

By TradePMR on Jan 17, 2023 10:57:00 AM

2023 is here, and so are New Year’s resolutions.

Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read

2023 Resolution: Get the Best Value from Your RIA Custodian

By TradePMR on Jan 12, 2023 3:29:45 PM

Tips to find the best-fit RIA custodian in the new year.


Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.

Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line

By TradePMR on Jan 10, 2023 9:50:50 AM

A tailored approach to RIA custodian transitions could save your firm future headaches.


Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship and can determine how fast (or slow) you can close a new client.

Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read

An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?

By TradePMR on Dec 28, 2022 10:07:26 AM

How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023.


Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is far from the first RIA custodian merger.

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

2023 Could Be a Big Year for RIAs – Are You Prepared?

By TradePMR on Dec 21, 2022 9:03:17 AM

Make sure your firm has the right RIA custodian technology and service in the new year.


Running an RIA can be a daunting task. It seems that every year there are new industry forces to contend with, new technologies to learn, and new regulations to navigate.

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

A Guide for Evaluating Your RIA Custodian — Before You Sign the Contract

By TradePMR on Dec 12, 2022 12:27:36 PM

Planning a move? Forced to switch custodians? Ensure your expectations meet reality.

You’ve been busy recently! Perhaps you’ve been adding new clients, even as you’ve had to guide investors through a period of rapid interest rate changes and an election year. Or maybe you’ve been building out other areas of your business, like your marketing funnel or adding new automation.

Topics: RIA technology RIAs Transition Service
5 min read

Expect the Unexpected: RIA Custodian Service Pre- and Post-Transition

By TradePMR on Dec 2, 2022 10:01:06 AM

Service considerations ahead of your RIA custodian merger.


Right now, there are hundreds of RIAs facing what could be a tricky situation for their businesses – a rapidly approaching RIA custodian merger.

Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
4 min read

Do You Own Your Client Data? You May Be Surprised by the Answer.

By TradePMR on Nov 29, 2022 12:14:51 PM

Not All RIA Custodians Approach Data the Same Way.


Do you own your client data? This can be a loaded question for many RIAs.

Topics: Financial advisors RIAs Technology Tools for Today Data Custodial Service Providers RIA Custodians
4 min read

A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian

By TradePMR on Nov 25, 2022 10:23:22 AM

How to evaluate if a provider can fully support your business


Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.

Topics: Fusion RIAs Technology Fusion Demo Service Custodial Service Providers RIA Custodians
4 min read

How One Firm Transitioned RIA Custodial Service Providers to TradePMR in Under Six Weeks

By TradePMR on Nov 22, 2022 12:24:46 PM

Get the case study and learn how Fairhaven Wealth Management moved over $700M in assets on their tight timeline.


In 2020 Chicago-based Fairhaven Wealth Management decided it was time to change RIA custodians.

Topics: RIA practice RIA technology Fusion Transition
5 min read

RIA Custodian Culture – Finding a Provider that’s Invested in Your Success

By TradePMR on Nov 18, 2022 8:55:31 AM

Does your RIA custodian share your goals?


If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate updates on the move to clients, and learn an entirely new service and technology ecosystem.

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Not All RIA Custodian Transitions are Created Equal

By TradePMR on Nov 17, 2022 1:53:57 PM

Custodian Merging? Was your firm bought out? Compliance Concerns?


There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short timeframe.

Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs

By TradePMR on Nov 14, 2022 12:15:30 PM

The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process.


Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an innovative advisor technology platform, and TradePMR, a technology and custodial services provider, announced today a new technology integration intended to streamline and automate many of the processes for performance reporting and billing workflows RIAs are managing in their advisory businesses.

Topics: Press Release Fusion RIAs Technology Custodial Service Providers
4 min read

Switching RIA Custodians? Consider Creating an RFP

By TradePMR on Nov 4, 2022 3:43:11 PM

RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.

Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

7 Questions for Your Team as You Build a RIA Custodian RFP

By TradePMR on Nov 1, 2022 12:58:53 PM

Check all the important boxes before signing on with your next provider.


Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next provider is the right fit for the business in the long-term.

Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read

Why TradePMR Doesn't Have a Tiered Approach to Service

By TradePMR on Oct 29, 2022 1:30:00 PM

One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.

Topics: RIAs Service Fees Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?

By TradePMR on Oct 27, 2022 12:24:28 PM

Don’t settle for flashy marketing – secure the best custodial pricing for your clients.


Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. Developing technologies and services that entice advisors as well as retail customers is a tall order, and offerings that benefit to one group may not always make sense for the other.

Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition

By TradePMR on Oct 21, 2022 8:41:48 AM

Avoid some common mistakes ahead of your big move.


You have made the decision to switch custodians or possibly add a new one to the roster. Now what?

Topics: RIAs Transition RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth

By TradePMR on Oct 18, 2022 9:39:51 AM

How TradePMR enables RIAs to work how they want. 


Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.

Topics: RIA technology Technology Fusion Demo Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm

By TradePMR on Oct 14, 2022 7:40:17 AM

TradePMR’s approach to RIA custodial services.


Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.

Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
8 min read

The Seven Do’s and Don’ts to Navigate a Pending RIA Custodian Merger

By TradePMR on Oct 11, 2022 2:25:00 PM

Rule #1: Don’t let M&A derail your business.


With thousands of advisors approaching a major RIA custodian merger, it’s important to reflect on how these mergers have gone in the past.

Topics: RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Every Tech Provider’s Strongest Asset: The Product Roadmap

By TradePMR on Oct 3, 2022 11:00:00 AM

Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback


Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing applications. Technology development is growing exponentially and is becoming increasingly complex every year.  

Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

8 Pricing Questions to Ask Your Prospective RIA Custodians

By TradePMR on Oct 1, 2022 11:45:00 AM

Updated April 11, 2024

Before you sign on the dotted line, know what you’re paying for and don’t be afraid to negotiate.


When evaluating prospective RIA custodians, advisors are often bombarded with information. Expansive technology breakdowns, overwhelming vendor lists, and confusing rate sheets.

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
3 min read

TradePMR’s Communication Approach – Accessible, Attentive, and Accountable

By TradePMR on Sep 29, 2022 12:30:00 PM

Poor communication from a RIA custodian could hurt your firm.


When you call into a massive call center, does it feel like you’re never going to get an answer to your question? That you’ll waste hours on end trying to track down the right person for help?

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Multi-Custodial? Let’s Fit How You Run Your Business

By TradePMR on Sep 27, 2022 1:34:15 PM

Find the right providers to support your unique RIA


According to data from the SEC, about 30% of RIAs with between $100 million and $250 million in client assets use multiple custodians. That number jumps to 72% for firms with over $5 billion in assets. The data across the board shows that as firms increase in size, they tend to leverage more than one RIA custodian.1

Topics: Financial advisors RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Service at TradePMR: Delivering Strong Support from Day 1

By TradePMR on Sep 26, 2022 8:36:08 AM

How TradePMR delivers white-glove service every step of the way.


Service can make or break an advisor’s relationship with their RIA custodian.

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

RIA-Centric 100% of the Time – Why TradePMR Has No Retail Channel

By TradePMR on Sep 16, 2022 9:38:16 AM

Is your RIA custodian completely focused on your needs?


Question: does your current RIA custodian compete against your firm for new clients? Here’s a hint – if they are serving individual investors or have a retail channel the answer is probably yes.

Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Make the Most of Your RIA Custodian RFP

By TradePMR on Sep 14, 2022 12:46:29 PM

Answer all your burning questions before you sign on with your next provider.


Advisors that are considering a change in RIA custodians have a big task ahead of them. Making the move takes a lot of work but can bring immense benefits for a growing firm. The big challenge: finding the right provider to fit a RIA’s unique needs.

Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Supporting Advisor Growth: How RIA Custodians Can Deliver Powerful Data

By TradePMR on Sep 12, 2022 4:37:02 PM

Does your RIA have the tools and information you need to succeed?


RIA custodians are more than technology and service providers – they are stewards of data.

Topics: Financial advisors RIA Data Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

Experience Meets Training – Financial Advisor Support Beyond the Call Center

By TradePMR on Sep 10, 2022 12:00:00 PM

How TradePMR has built a team of RIA service specialists


Waiting on hold can be incredibly frustrating – and quite frankly, it can feel like a waste of time. The only thing that makes the experience worse is when an advisor takes the time to wait it out only to connect with someone who doesn’t understand their problem and can’t help them find a solution.

Topics: RIAs Service Custodial Service Providers RIA Custodians
4 min read

3 Strategies to Take Control of Your RIA Custodian Transition

By TradePMR on Sep 8, 2022 2:00:01 PM

Make a move with confidence and secure the future of your business.


Advisors that decide to launch an RIA are a unique group. They are entrepreneurs who love to have control over their businesses. With every decision, these advisors look to improve the opportunities for their firm, their team, and their clients.

Topics: RIAs Transition Breakaway Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read

How to Find the Right RIA Service and Support During a Volatile Market

By TradePMR on Sep 6, 2022 9:21:47 AM

Don’t get caught with sub-par service when you need it most.


With the Fed announcing further rate hikes to fight inflation, the economic community is bracing for what could be an extended period of market volatility.1 For financial advisors, volatility is simply part of the business. In fact, many advisors see market volatility as an opportunity to show value to clients. To be there when they need support the most – staying in front of them and showing how the planning and preparation has kept them on track to meet their long-term goals.

Topics: Fusion RIAs Technology Service Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List

By TradePMR on Sep 2, 2022 1:45:09 PM

Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold)


Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs to choose from, it’s hard to even know where to begin.

Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
4 min read

RIA Technology Needs RIA Input – How TradePMR Gathers Advisor Feedback to Drive Technology Roadmap

By TradePMR on Aug 31, 2022 11:16:10 AM

TradePMR's Customer Advisor Panel Drives the Fusion Platform Development


TradePMR was founded nearly 25 years ago by Robb Baldwin, a former RIA (registered investment advisor).

Topics: RIAs Service Registered Investment Advisor Financial Advisor Technology
4 min read

4 Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Aug 29, 2022 11:45:35 AM

How to Give the Pre-Game Pep Talk Before Moving RIA Custodians


Picture this: a brisk Superbowl Sunday. Your team’s huddled in the locker room getting ready for the biggest game of the year. Before kickoff, the captains lead a rousing pre-game pep talk. The whole team is fired up: there’s yelling, chanting, and a realignment on strategy to take home the win.

Topics: RIA practice RIAs Transition
5 min read

Differentiating Your Firm: Best Practices for RIAs to Expand their Offerings

By TradePMR on Aug 26, 2022 1:57:05 PM

How RIAs can broaden their services without derailing their businesses.


Over the past two decades, financial planning offerings have spread throughout the wealth management industry. What was once seen as a niche offering has become increasingly commonplace among RIAs.

Topics: RIA technology RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR's Boutique Approach to Scaling Service, Prioritizing RIAs

By TradePMR on Aug 24, 2022 3:28:39 PM

Since its inception, TradePMR prioritizes service over size.


Being one of the biggest firms in any industry can have perks. With size comes scale, and a company can make significant acquisitions – in essence, buy their way to become the biggest (after complying with anti-trust laws). After proper approvals are gained, that mentality may work for a firm's bottom line, but what impact does it have on the clients it serves?

Topics: RIAs Transition Service Custodial Service Providers RIA Custodians
3 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 22, 2022 2:30:00 PM

Get the Four-Point Checklist to help guide your discussions.


So, it’s time for “the talk” with your clients.

Topics: RIA practice RIAs Transition
5 min read

Paralyzed by Choices? Start with a Strong Tech Core and Build from There.

By TradePMR on Aug 19, 2022 12:45:50 PM

Tips to select the RIA technologies to support your unique business.


RIAs face a unique challenge when it comes to technology: too many choices.

Topics: RIA technology RIAs Custodial Service Providers RIA Custodians Integrations
4 min read

Make Your Transition on Your Own Terms, Not Your Custodian’s

By TradePMR on Aug 17, 2022 3:43:26 PM

Don’t get stuck on an unreasonable transition timeline - control your RIA’s future


During an RIA custodian merger, there can be a lot of uncertainty. It seems like the story changes depending on the day.

Topics: RIAs Transition Service Registered Investment Advisor RIA Custodians
4 min read

Finding the Right RIA Custodian to Fit Your Firm.

By TradePMR on Aug 15, 2022 1:25:15 PM

Tips to align your technology and custodial services search with your long-term goals and success.


Carpenters have a saying, “measure twice, cut once”. A similar sentiment can be shared about searching for a new RIA technology and custodial services provider.

Topics: RIA technology RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR Named as One of Florida’s Best Companies to Work For

By TradePMR on Aug 12, 2022 11:00:18 AM

The RIA technology and custodial services provider ranked 13th among midsized companies in the Sunshine State.


Gainesville and Tampa, Fla. – August 10, 2022TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), has been named as one of Florida’s Best Companies to Work For. This is the first time the growing company has been named to the list featured in the August 2022 issue of Florida Trend magazine. TradePMR ranked 13th among mid-sized companies.

Topics: TradePMR Press Release Robb Baldwin Recruiting
5 min read

Why Zero Fee May Not Equate to “Free” for RIAs - Behind the Scenes of RIA Custodian Pricing

By TradePMR on Aug 10, 2022 12:39:35 PM

How RIAs can benefit from a custom pricing structure designed to fit how they serve investors.


In recent years, multiple RIA custodians announced that they were moving to “zero-fee trading.” But what does that really mean? Does it mean free? Or no custodial fees?

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read

Three Service Attributes to Evaluate Before Signing on with a New Provider

By TradePMR on Aug 8, 2022 2:23:29 PM

How RIAs can help ensure their next RIA custodian offers the support they need to succeed.


Let’s face it, migrating clients to a new custodial service provider sounds like a big task – and it is. It will require extra time and it can potentially be a disruption to a RIA’s business. However, if handled properly, a trained transition team should be able to mitigate the short-term impact on advisors and their clients, while setting the firm up for long-term success.

Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read

TradePMR’s Account Transfer Tool: Four Steps to Streamline Your Transition

By TradePMR on Aug 5, 2022 10:02:35 AM

Transitioning to TradePMR’s Fusion Platform Has Never Been Easier


RIAs (Registered Investment Advisors) now have access to a new tool designed to streamline their transition process. TradePMR has developed and launched a new account transfer tool focused on simplifying and accelerating the process for advisors to transition client accounts to TradePMR’s Fusion platform.

Topics: Financial advisors Fusion RIAs Transition Service
5 min read

The Role of RIA Custodians? Supporting Advisor Growth, Every Day.

By TradePMR on Aug 3, 2022 3:48:27 PM

Approach to integrations, unwavering focus on RIAs, personalized pricing to facilitate success, and strong investments to promote firm growth.


For any financial advisor that follows the industry news, it seems as if there is a new M&A deal being announced daily. In fact, according to DeVoe & Company’s RIA Deal Book, Q1 2022 saw the second highest level of M&A activity among RIAs out of any quarter dating back to 2013. The only quarter that was higher than Q1 of 2022? Q4 of 2021.1

Topics: RIAs Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read

No Time to Waste – How RIAs can Leverage Social Media Ahead of the Great Wealth Transfer

By TradePMR on Aug 1, 2022 11:48:06 AM

Connect with the next-gen, establish relationships with centers of influence, and build your brand.


The great wealth transfer is underway. Cerulli Associates anticipates that $72.6 trillion in assets will be transferred to heirs before 2045.1 The challenge for advisors? Winning the business of those heirs.

Topics: RIAs Registered Investment Advisor Custodial Service Providers RIA Custodians RIA Marketing Social Media
5 min read

Finding the Right Advisor Tech to Support the Full RIA Team

By TradePMR on Jul 29, 2022 12:16:54 PM

How firms can benefit from RIA Custodians that look to beyond the advisor.


Advisors who decide to start an RIA fit a specific mold. They’re driven entrepreneurs looking to have control over their business. They’re looking to grow their practice how they want and build their teams in a way that will support those growth goals.

Topics: RIAs Transition Service Registered Investment Advisor Financial Advisor Technology
6 min read

Data Could be the Key for RIAs Navigating a Down Market

By TradePMR on Jul 28, 2022 8:23:24 AM

How advisors can mitigate risk and strengthen client relationships throughout periods of volatility.


Financial advisors are potentially staring down the barrel of a recession – the markets are volatile, and the historical indicators point to a possible bear market. According to the team at Goldman Sachs, there is a 30% chance of a recession occurring over the next year, up from 15% in their last projection from earlier this year. Similarly, Bank of America predicts a 40% chance of a recession in 20231.

Topics: Financial advisors RIAs Wealth Management Data RIA Data Custodial Service Providers RIA Custodians Market Volatility
7 min read

Waiting to Switch RIA Custodians Could Hurt an Advisor’s Bottom Line

By TradePMR on Jul 25, 2022 12:22:32 PM

Momentary Pain of Change vs. Long-Term Pain of Regret


For some advisors, the RIA custodian transition process can seem insurmountable.

Topics: Financial advisors RIAs Transition Service Registered Investment Advisor
5 min read

RIA Marketing: How to Build a More Effective Online Presence

By TradePMR on Jul 22, 2022 1:51:32 PM

How advisors can build a more effective online presence


The ways that consumers find products and services has changed drastically over the past couple decades. While word-of-mouth may have been a sufficient marketing strategy back in the day, it could fall short for modern investors.

Topics: Marketing Service Registered Investment Advisor Custodial Service Providers
4 min read

TradePMR’s Boutique Tactic to Strategic Growth: Say No More Than Yes

By TradePMR on Jul 21, 2022 8:58:45 AM

Learn about the RIA technology and custodial service provider’s formula for service.


The math is simple: custodians have a finite number of support team members. As the custodian adds more advisors, there are fewer support team members per advisor until that custodian can add more staff.

Topics: Financial advisors RIA technology Service Registered Investment Advisor Custodial Service Providers
4 min read

Don't Skimp on Referrals: How to Have Honest Conversations with RIA Custodians’ Biggest Fans

By TradePMR on Jul 19, 2022 3:35:21 PM

Sift through the bias and get the inside scoop on your next RIA custodian platform before you sign on.


It's been said that wealth management is indeed a relationship industry. Advisors work tirelessly to build and nurture strong relationships with clients. As any RIA will tell you, maintaining good relationships is practically a full-time job. But a client referral is among the most significant benefits of all the hard work.

Topics: RIA technology Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read

Democratization of Custodian Data: Bringing Enterprise-Level Insights to Every RIA

By TradePMR on Jul 16, 2022 9:17:00 AM

Amazon, Google, and Apple use it – what can data do for your RIA firm?


Did you know that Amazon collects around one exabyte of purchase data from its customer base – an exabyte equates to around one billion gigabytes.1 In short, they have a ton of data.

Topics: Financial advisors RIAs Data Custodial Service Providers RIA Custodians
5 min read

Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22

By TradePMR on Jul 14, 2022 8:56:04 AM

Investments in Service, Expansions to Technology, and a Continued Focus on RIAs


1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.

Topics: RIAs Service Custodial Service Providers Financial Advisor Technology Top Tech
3 min read

Mid-Year: Time for Performance Reports for Your Clients and Your RIA Firm

By TradePMR on Jul 12, 2022 12:55:28 PM

Everyone can benefit from an occasional check-in.


Mechanics suggest cars should get an oil change every six months. The dentist recommends teeth cleaning twice a year. In fact, water filters require replacement every two months.

Topics: Financial advisors RIAs Wealth Management Custodial Service Providers
5 min read

RIA Custodian Transitions: Two Steps to Combat Client Attrition

By TradePMR on Jul 8, 2022 11:14:34 AM

How financial advisors (and their clients) can make the move with confidence.


Time to talk about the elephant in the room: client attrition during an RIA custodian transition. Even if a new custodial service platform could be the right fit for an RIA, the potential negative impact of that transition can be enough to push off a move.

Topics: Transition Service Custodial Service Providers Custodian Client Relationships
4 min read

Looking for More from Your RIA Custodian? Don’t Let a Volatile Market Slow You Down.

By TradePMR on Jul 7, 2022 12:54:33 PM

Why a down-market shouldn’t stop RIAs from finding the right provider.


There is an old saying in business, never waste a recession. RIAs and their clients are all asking the same question – are we staring down the barrel of a recession?

Topics: Financial advisors RIA technology Transition Service Registered Investment Advisor RIA Custodians
8 min read

RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors

By TradePMR on Jul 5, 2022 10:22:41 AM

Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference


The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.

Topics: Financial advisors FinTech Joel Bruckenstein Bob Veres RIAs Technology Service Wealth Management Top Tech Custodial Platform
5 min read

Repaper, Review, Repeat – Streamlining RIA Custodian Transitions

By TradePMR on Jun 30, 2022 3:47:31 PM

Moving Custodians Doesn’t Have to Derail an RIA’s Business


Thousands of data points, ample opportunities for human error, client relationships on the line. For RIAs, the stakes couldn’t be higher when transitioning custodians.

Topics: Transition Service Custodial Service Providers Custodian Client Relationships
3 min read

How TradePMR’s RIA Technology Platform Fusion Evolves to Meet the Needs of Financial Advisors

By TradePMR on Jun 28, 2022 3:20:10 PM

Key traits to RIA Custodian Platform Evolution: Robust Planning Meets Flexibility


Every year, Apple releases a new iPhone. User experiences are continually updated for Netflix and Hulu. Amazon Prime refreshes delivery recommendations and expands how users can place orders online. Teams at the most innovative companies work tirelessly to make sure their product evolves with consumer expectations to deliver what makes the most sense in today’s market.

Topics: Fusion RIAs Registered Investment Advisor Financial Advisor Technology
4 min read

Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.

By TradePMR on Jun 8, 2022 3:26:18 PM

Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team


We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. It’s no wonder many RIAs opt to stay with their current providers. Even if they feel a change could benefit their business in the long-term, the fear of the transition can hold them back.

Topics: FinTech Technology Fusion Demo Transition Service Registered Investment Advisor
3 min read

TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center

By TradePMR on May 31, 2022 9:28:29 AM

How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years.


TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio Management Tool in the T3/Inside Information Advisor Software Survey1.

Topics: Financial advisors RIA technology FinTech Registered Investment Advisor Custodial Service Providers
4 min read

TradePMR Annual Conference Returns: SYNERGY22 Unleashed

By TradePMR on May 24, 2022 9:24:58 AM

Registered Investment Advisors converge on SYNERGY22 in Orlando, Fla. in record numbers.


Orlando, Fla., May 24, 2022  -- TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), will kick off its signature conference SYNERGY22 Unleashed, on Wednesday May 25 through Friday, May 27 at The Ritz-Carlton Orlando, Grande Lakes. The event marks the return of the annual conference that gathers Registered Investment Advisors (RIAs) from across the country with some of the wealth management industry's top technology and service providers for the first time since 2019.

Topics: TradePMR Press Release Robb Baldwin Joel Bruckenstein RIAs SYNERGY Advisor Technology Technology Tools for Today Custodial Service Providers
3 min read

Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More

By TradePMR on May 17, 2022 2:07:23 PM

Technologies like TradePMR’s Fusion platform may offer more capabilities than RIAs realize


RIAs looking to build a tech stack face a big challenge: where to begin?

Topics: Financial advisors RIA technology FinTech RIAs Custodial Service Providers
5 min read

TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey

By TradePMR on May 11, 2022 12:26:59 PM

Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool.


Gainesville, Fla. – May 11, 2022 TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating from more than 4,495 financial advisors for its Fusion platform in both the Custodial Platforms and Online Portfolio Management categories. These rankings were highlighted in the T3/Inside Information Survey1, an annual survey distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres that was released at the T3 Advisor Conference in Denton, Texas. The survey results were collected from December 2021 through March 2022.

 

Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that data continues to build over the course of the client relationship.

Topics: Financial advisors FinTech Joel Bruckenstein RIAs Data John O'Connell
3 min read

TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs

By TradePMR on Apr 29, 2022 10:06:58 AM

Why TradePMR exclusively works with RIAs


A niche can be powerful for a business.

Topics: Financial advisors RIA technology FinTech RIAs Technology Custodial Service Providers
4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

Get the Custodial Assessment Guide


When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.

Topics: Financial advisors RIAs Transition Advisor Technology Registered Investment Advisor
4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?

Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
3 min read

Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.

By TradePMR on Apr 14, 2022 2:27:37 PM

We believe that genuine white-glove service is a one-to-one service, not lip service.


Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound familiar?

Topics: FinTech RIAs Service Wealth Management Registered Investment Advisor Custodial Service Providers
3 min read

RIA Custodian AUM Fees Breakdown: Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?

By TradePMR on Apr 13, 2022 11:33:07 AM

Why TradePMR pricing begins with a conversation, not a rate sheet.

If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; just pick one of the packages – it may not have everything you want, and you’ll probably get stuck paying for some channels that you’ll never watch, but that’s how it’s done.

Topics: RIAs Service Registered Investment Advisor Pricing
4 min read

The Differences Between Structured and Unstructured Data for Your RIA

By TradePMR on Apr 8, 2022 10:53:42 AM

RIA firm data can influence everything from operations to client service to firm valuation. But before advisors can look to analyze and utilize that data, they need to figure out what data they have. One of the first points about data that we need to clarify is how that data is formatted. Data sets can be considered either structured or unstructured.

Topics: Financial advisors Wealth Management RIA Data
4 min read

From Wirehouse to Big-Name Custodian to TradePMR – Five Key Takeaways from Bischoff Wealth Management

By TradePMR on Apr 6, 2022 4:51:14 PM

Get the case study on Brian Bischoff’s journey to TradePMR


When breaking away from a wirehouse to launch a new RIA, advisors are faced with a significant decision. Do they choose to work with a big-name custodian that they’ve known about for years? Or do they leap and work with a more boutique offering that could be a better fit for their business but may not have the scale they’re used to from their wirehouse?

Topics: RIAs Transition Service Wealth Management Registered Investment Advisor
4 min read

The Secret to the Evolution of Fusion? Advisor Feedback.

By TradePMR on Apr 4, 2022 12:54:00 PM

How TradePMR Shapes Technology to Address RIA Needs


At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.

Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo RIAs SYNERGY Wealth Management Advisor Technology
3 min read

Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR

By TradePMR on Apr 1, 2022 11:56:54 AM

Get the Case Study on Bischoff Wealth Management


Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.

Topics: RIA technology RIAs Service Breakaway
3 min read

TradePMR’s White-Glove Service – Not Just Lip Service

By TradePMR on Mar 30, 2022 2:31:27 PM

How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs

“White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?

Topics: Financial advisors RIAs Service Wealth Management
2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando

SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there is one time slot that we're particularly excited for – Fusion Roadmap Preview: 10 a.m. ET on Friday, May 27.

Topics: Financial advisors RIA technology FinTech Technology SYNERGY
2 min read

Do You Own Your RIA Custodian Data? Let’s Find Out

By TradePMR on Mar 27, 2022 12:00:00 PM

Download our Data Questions Worksheet

Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!

Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data RIA Custodians
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet

Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
3 min read

TradePMR’s Time-Oriented Service – Specifically Designed for RIAs

By TradePMR on Mar 21, 2022 3:46:25 PM

How we Built Our Service Offering to Support Growth-Minded Financial Advisors

TradePMR started with one big goal in mind: to offer RIAs a custodial service provider that understands their needs and provides support and technology designed to facilitate their success. For more than 20 years, we feel like we’ve done just that.

Topics: Financial advisors RIAs Service Wealth Management
3 min read

SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For

By TradePMR on Feb 1, 2022 9:03:25 AM

Join us May 25th – ­27th at The Ritz-Carlton Orlando, Grande Lakes.

It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more eager now than ever for a reunion.

Topics: TradePMR RIA technology RIAs SYNERGY
2 min read

Why I Started TradePMR

By Robb Baldwin on Nov 9, 2021 4:29:46 PM

What Advisors Can Learn from My RIA Firm’s Custodial Merger

I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business the way I wanted to and work with clients the way I had always envisioned. I felt like the independent model let me focus 100% on my clients without any conflicts of interest. Having started my career as a broker at a larger financial institution, owning my own RIA was a dream come true.

Topics: Financial advisors Best Financial Advisor Technology RIA technology Fusion RIAs
3 min read

How TradePMR Works to Streamline Your Custodial Transition

By TradePMR on Oct 12, 2021 3:00:00 PM

Listen to Our On-Demand Webinar to Learn How TradePMR Helps RIAs Make the Move

RIAs face difficult decisions every day. They are constantly looking for ways to improve their business while maintaining stellar service for their clients. Even when there is an opportunity to enhance the technology suite or upgrade providers, the anticipated pain of change can be enough for advisors to push off a move.

Topics: RIA technology Transition Service
3 min read

Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs

By TradePMR on Aug 24, 2021 11:32:34 AM

Updated April 10, 2024

GET YOUR CONFIDENTIAL PRICING PROPOSAL

 

Pricing starts with a conversation, not a rate sheet

If you’re thinking of moving to a different home, you would probably like to see the new place in person before making one of life’s significant financial commitments. You can get an idea of what the house looks like from pictures, but it’s always better to walk the halls and make sure you know what you’re buying before determining a fair offer.

Topics: RIA practice Financial advisors RIAs Fees Pricing
3 min read

How TradePMR Balances Automation and Service for RIAs

By TradePMR on Aug 17, 2021 3:06:10 PM

An Old-School Approach to Service to Complement Advanced Technology

Over the past year, many of us have had to change our travel plans. Canceling flights: a simple task that is never easy. We’re forced to navigate the endless phone menus of major airlines, all while trying to make sure we can get some refund to use on a future trip. By the end of the experience, the time we’ve wasted to cancel the flight often feels like more trouble than it’s worth. It makes us miss the days when we could speak to someone on the phone.

Topics: Financial advisors RIA technology RIAs Service
1 min read

TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook

By TradePMR on Aug 16, 2021 4:13:51 PM

TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb shares his advice on steps RIAs can take to streamline their custodial service and technology transition. He points to the importance of owning client data, how advisors can leverage the strength of their entire team and offers advice on how RIAs can keep their clients front and center throughout their transition.

Topics: RIAs Technology Transition
4 min read

Model Sleeve Trading – Making the Complex, Simple

By TradePMR on Aug 3, 2021 9:51:26 AM

A Q&A with TradePMR Head of Trading, Jason Simmons

Topics: RIA technology Fusion RIAs Technology Trading
2 min read

TradePMR Launches Model Sleeve Trading on the Fusion Platform

By TradePMR on Aug 3, 2021 9:19:57 AM

RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.

Topics: RIA technology Fusion RIAs Technology Trading
3 min read

BBQs and RFPs

By TradePMR on Jul 2, 2021 9:30:00 AM

With a strong vaccination rollout and states nationwide removing COVID-19 restrictions, everything is starting to feel “normal.” While we’re all likely going to keep up some of our pandemic practices – for example Zoom meetings and hybrid office models – there will certainly be a return to in-person meetings and events. So, how can we navigate this move? How can advisors capture this moment to create opportunities for their business?

Topics: Marketing
3 min read

Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack

By TradePMR on Jun 7, 2021 12:15:10 PM

Get Your Firm's Tech Stack Trim and Fit this Summer

Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of what is working and what is not. Are budgets and goals for the year in alignment with their spending and growth? Is the firm in the best position to succeed moving forward?

Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
4 min read

TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition

By TradePMR on May 19, 2021 7:00:00 AM

A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.

Topics: Financial advisors Press Release RIAs Transition
5 min read

What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?

By TradePMR on May 4, 2021 8:20:37 AM

Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn during the 30-minute on-demand Fusion technology demo.

Topics: Technology Demo Fusion Register for On-Demand Fusion Demo
1 min read

Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance

By TradePMR on Apr 26, 2021 10:57:09 AM

At TradePMR, data security is a top priority. Maintaining the confidentiality of your clients’ data is necessary, and we work to make sure we are doing everything in our power to protect that data. To that end, we recently decided to undergo a voluntary System and Organization Controls (SOC) 2 Type II audit. This test provides an assessment of our security and privacy control environment and is a way for us to confirm if our current systems are working effectively in maintaining data security. The audit was conducted to evaluate TradePMR’s broker-dealer services and our advisor management software.

Topics: RIA technology RIAs Technology Data Security
2 min read

Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like

By TradePMR on Apr 1, 2021 1:13:38 PM

Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers voted it number #1. Advisors who use it day-in and day-out see how its different, not just industry judges. While good technology and service may seem like table stakes, we'd like to highlight what these concepts mean to us at TradePMR and why, we believe, advisors using our Fusion platform ranked it at the top of some of the most popular custodial platforms.

Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
4 min read

TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021

By TradePMR on Mar 23, 2021 10:00:10 AM

Financial advisors return the firm's Fusion platform to the top of the ranks for the second time.

Gainesville, Fla. – March 23, 2021TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating from more than 5,200 financial advisors for its Fusion platform. This recognition, which asks advisors to compare all the top custodial services providers' trading platforms, was included in the T3/Inside Information Advisor Software Survey1. The annual survey, distributed and analyzed by industry veterans Joel Bruckenstein and Bob Veres, was released this week following an online survey collection in the second half of 2020.

Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo
4 min read

TradePMR Adds Adhesion Wealth® to Fusion Platform

By Admin on Nov 10, 2020 8:00:00 AM

Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.

Topics: Press Release
3 min read

TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa

By TradePMR on May 12, 2020 7:30:19 AM

TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a variety of positions in technology including IT, infrastructure, development, and business operations such as trading and business analysts.

Topics: Press Release
3 min read

TradePMR Rolls Out Refined Trading Tools on Fusion

By TradePMR on Mar 11, 2020 8:57:41 AM

New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.

1 min read

Baldwin One of “20 People Who Will Change Wealth Management in 2020”

By TradePMR on Dec 19, 2019 3:02:11 PM

Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso, head of First Clearing, for their efforts to launch an RIA channel within a wirehouse. The magazine cites,

1 min read

TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society

By TradePMR on Sep 12, 2019 5:08:35 PM

TradePMR to match dollar-for-dollar on wristband sales up to $1000.

4 min read

TradePMR Named Industry Awards Finalist by Wealth Management

By TradePMR on Aug 6, 2019 8:00:56 AM

Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1

4 min read

Synergy RIA Conference Recap

By TradePMR on Jun 5, 2019 9:58:40 AM

By Advisor Services, TradePMR | Jun 04, 2019 |TradePMR
 
4 min read

Synergy 2019 RIA Conference Recap

By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM

 

 

2019 Synergy RIA Conference Recap

Topics: TradePMR
2 min read

TradePMR Named a Winner of 2019 Excellence in Customer Service

By TradePMR on May 11, 2019 5:14:04 PM

The technology and custody services provider recognized for ‘white-glove’ approach to service and responsiveness to financial advisor requests.

GAINESVILLE, Fla. May 10, 2019 – TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one of seven small businesses from across the globe that was recognized as organization of the year for providing a differentiated level of customer service.

3 min read

TradePMR Launches Augmented Reality Technology for Advisor Recruitment

By TradePMR on May 10, 2019 5:17:30 PM

The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy.

GAINESVILLE, Fla.April 23, 2019 /PRNewswire/ -- TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, is intended to give financial advisors a preview of what it would be like to work with TradePMR. The first experience, an invitation to the firm's annual advisor conference Synergy 2019, was released to advisors today. Future uses include a virtual tour of TradePMR's headquarters and tech demonstrations all with built-in messages from TradePMR leadership, including exclusive content for advisors.

3 min read

Top Marks for Custody Platform Satisfaction in 2019 Software Survey

By Admin on Feb 19, 2019 1:12:20 PM

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.

GAINESVILLE, Fla.Feb. 19, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob Veres, were released at the recent T3 Advisor Conference in Denton, Texas.

17 min read

Robb Baldwin CEO of TradePMR Interviewed by Matt Halloran

By Admin on Feb 13, 2019 2:05:33 PM

 

Highlights of the interview with Robb include:

3 min read

TradePMR Mentors CFP Students and Student Tech Talent

By Admin on Jan 25, 2019 2:09:00 PM

The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition

GAINESVILLE, Fla.Jan. 23, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, is supporting a team of four University of South Florida students at this year's T3 Technology Conference for financial advisors happening Jan. 29–Feb. 1, 2019, in Denton, Texas. The competition dubbed "T3 Mash Up" is comprised of four competing teams that have been charged with creating and executing a concept or product that is new to the financial services industry or furthers an existing project or adds a useful feature.

3 min read

These 3 Myths About Millennials Could be Hurting Your RIA Practice

By Admin on Jan 4, 2019 2:18:06 PM

It is believed that the millennial generation, born between 1982 and 1994, often get a bad rap in the financial advice space for being over-confident, mistrusting and obsessed with technology, but a new research study sponsored by the CFA institute and the FINRA Investor Education Foundation puts into question these beliefs and challenges us to think of this demographic in new ways.

3 min read

TradePMR Celebrates Successful '20 for 20 Initiative'

By Admin on Dec 17, 2018 3:34:59 PM

When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier this year to celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees, it sounded like an ambitious goal.

3 min read

Are You Ready to Answer These 3 Common Questions From Prospects?

By Advisor Services, TradePMR on Dec 4, 2018 7:00:00 AM

Are You Ready to Answer These 3 Common Questions from Prospects?

Topics: RIA practice Financial advisors Investors fiduciary
2 min read

Women in the RIA Space: How to Attract More Female Clients

By Advisor Services, TradePMR on Nov 27, 2018 8:00:00 AM

Women in the RIA Space: How to Attract More Female Clients to Your Practice

Topics: RIA practice Financial advisors women and wealth women marketing to women
2 min read

Are You Helping Your RIA Clients Make the Connection?

By Advisor Services, TradePMR on Nov 20, 2018 8:00:00 AM


It is customary this time of year to pause in our pursuit of the “next big thing” in order to better appreciate what we have already. Before you set your business goals and resolutions for the new year, consider stopping for a moment and giving thanks for the people, circumstances and opportunities which contributed to your success in 2018 and are providing the foundation on which you can continue to grow your business in 2019.

Topics: RIA practice Financial advisors investing Philanthropy #20for20 TradePMR
3 min read

Women in the RIA Space: How to Attract and Recruit More

By Advisor Services, TradePMR on Nov 13, 2018 7:00:00 AM

Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them  (Part 1 of a 2 Part Series on Women in the RIA Space)

Topics: RIA practice Financial advisors investing women female advisers
2 min read

TradePMR to Host Fourth Annual Oktoberfest Celebration

By TradePMR on Sep 6, 2018 3:42:44 PM

 

The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community

1 min read

TradePMR’s Director of Social Media Named 2018 “Fierce Award Winner”

By TradePMR on Jul 19, 2018 2:47:14 PM

 

As Social Media Director at TradePMR, Monika Baldwin is able to deliver messages of positivity and accountability across the many communities she is a member of, both professionally and personally. Regardless of the community, Baldwin works to lift up those she encounters. “Empowered women empower other women,” Baldwin said. “One of the best ways to empower others is to lead by example.”

1 min read

Finalist in Financial Services Awards Competition

By TradePMR on Jun 26, 2018 9:11:18 AM

The custodial services provider earns nod for the rollout of Earnwise platform.

2 min read

TradePMR Named Finalist in Financial Services Awards Competition

By TradePMR on Jun 25, 2018 4:04:32 PM

The custodial services provider earns nod for the rollout of Earnwise platform.

2 min read

Free Webinar to Learn about the SEC’s Fiduciary Proposal and Form CRS

By TradePMR on Jun 21, 2018 4:56:50 PM

 

In April 2018, the SEC attempted to tackle the Fiduciary debate with its proposed Standard of Conduct Proposal. The proposed new rule, 204-5, would require an investment adviser to deliver a relationship summary to each retail investor before or at the time the adviser enters into an investment advisory agreement, as well as, to existing clients one-time within a specified time period after the effective date of the proposed amendments.

3 min read

Initiative to Celebrate 20th Anniversary: Foster Charitable Giving

By TradePMR on May 30, 2018 11:18:39 AM

 

GAINESVILLE, Fla. [May 30, 2018] – TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their year-long “20-for-20 Initiative.” TradePMR will celebrate its 20th anniversary by organizing and participating in 20 service projects, all led and staffed by TradePMR employees.

1 min read

2-Day Conference Set Up and Breakdown in 17 Seconds

By TradePMR on Apr 30, 2018 5:02:34 PM

 

The upcoming Synergy Conference being hosted by TradePMR May 16-18, 2018 is right around the corner. Have you registered yet?

1 min read

Join Us for a Special “Branding Reception” at Synergy San Diego

By TradePMR on Apr 30, 2018 4:58:16 PM

 

Building a strong brand is a constant and never-ending journey – get the insights and information you need to perfect and grow

2 min read

Growth-Minded Advisors to Gather at TradePMR’s Synergy Conference

By TradePMR on Apr 30, 2018 9:37:17 AM

 

We’re so excited! TradePMR will gather with a select group of registered investment advisors (RIAs) from across the country to celebrate our 20th anniversary at TradePMR’s annual Synergy conference May 16-18 in San Diego. This year's conference theme "Get There" will steer conversations during a jam-packed, three-day agenda intended to arm growth-minded advisors with the tools and resources they need to streamline their businesses and navigate headwinds.

3 min read

Gathering Growth-Minded Financial Advisors at our Synergy Conference

By TradePMR on Apr 27, 2018 10:33:00 AM

 

TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego

4 min read

Branding 101 for Financial Advisors

By Admin on Apr 26, 2018 4:27:08 AM

 

How to Create and Periodically Refresh Your Brand Essentials as you Build Trust and Win Business as an RIA Today

4 min read

Common RIA Myths and Mistakes to Avoid

By Admin on Jan 26, 2018 7:08:33 PM

 

Talk to any fully independent advisor about the benefits of their business model and one word always seems to surface: “freedom.”

4 min read

Taking the Leap: Top Tips for Transitioning RIAs

By Admin on Jan 25, 2018 4:57:52 PM

 

Are you thinking about starting your own firm? Before you leap, here are some tips and food for thought:

1 min read

TradePMR Adds Trailing Stop Orders to its Advisor Workstation

By TradePMR on Nov 2, 2016 8:52:54 AM

Gainesville, FL – 2016 – Trailing Stop orders can be an invaluable tool for Financial Advisors providing added flexibility in helping secure profits through automatically adjusting an open stop order as markets move in their favor.

1 min read

Trade-PMR, Inc. Announces Open House

By Admin on Oct 22, 2016 1:50:34 PM

TradePMR Open House

1 min read

TradePMR Announces SSO Support for JVB Financials Bond Platform

By Admin on Nov 19, 2012 12:51:59 PM

Gainesville, FL – November 19, 2012 – TradePMR today announced the release of single sign-on support for the JVB Financials Bond Platform.

2 min read

Trade-PMR, Inc. Achieves SSAE 16 (SOC 1) Type I Compliance

By TradePMR on Oct 19, 2012 1:52:23 PM

Gainesville, Florida – October 19, 2012 - TradePMR today announced that it has successfully completed a Statement on Standards for Attestation Engagement No. 16 (SSAE 16 or SOC 1) Type I audit for their introducing Broker Dealer services and their top rated advisor management software. SSAE 16 superseded SAS 70 on June 15, 2011. SAS 70 was an internationally recognized auditing standard developed by the American Institute of Certified Public Accountants and the new SSAE 16 standard comes with additional requirements for service organizations. A SSAE 16 engagement is performed by an independent auditing firm and examines the controls and processes involved in storing and handling data securely. The successful completion of the voluntary audit illustrates TradePMR’s ongoing commitment to create and maintain the most stringent controls for the protection and security of its customers’ confidential information. More information about TradePMR and their services can be found at www.tradepmr.com.

1 min read

TradePMR Announces Cews & Associates Bond Support

By Admin on Sep 17, 2012 1:52:38 PM

Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform.

Featured

Posts by Tag

See all