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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Tips to Get Your Team Ready for a Custodial Transition

By TradePMR on Oct 19, 2021 12:22:21 PM

How to Give the Pre-Game Pep Talk

It’s a brisk Sunday in February; both teams huddled in their locker rooms, getting ready for the biggest game of the year. Before kickoff at the Super Bowl, the coaches and captains bring together their teammates for a rousing pre-game pep talk. There’s yelling, chanting, and a realignment on strategy. Everyone is ready to hit the field to fight for the title of the best football team in the country.

Topics: RIA practice RIAs Transition
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

Pricing starts with a conversation not a rate sheet

If you’re thinking of moving to a different home, chances are, you would like to see the new place in person before making one of life’s significant financial commitments. You 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 advisers RIAs Fees
2 min read

Making a Custodial Transition? How to Have Effective Client Conversations

By TradePMR on Aug 20, 2021 9:13:55 AM

Download a Four-Point Checklist to help guide your discussion.

It’s time for “the talk” with your clients. You have decided to switch custodial service providers and need to let your clients know. Taking this leap can be an excellent move for RIAs eyeing to grow and expand their offerings. Financial advisors currently in a wirehouse setting, also see switching affiliations or channels to become a Registered Investment Advisor (RIA) as a way to build financial value and gain greater independence, according to a recent survey from Cerulli Associates1.

Topics: RIA practice RIAs Transition
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 advisers 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
3 min read

Fairhaven Wealth Management – How One Firm Transitioned to TradePMR in Under Six Weeks

By TradePMR on Jun 1, 2021 1:00:17 PM

At the end of 2020, Fairhaven Wealth Management, a Chicago-based RIA (registered investment advisor), decided it was time for a change. They set an ambitious goal of transitioning over $700 million in client assets to a new custodial services provider in under six weeks. They managed to evaluate multiple custodians, decide on TradePMR, and complete the transition within that six-week timeline. Here is how they did it.

Topics: RIA practice RIA technology Fusion Transition
5 min read

How to Let the World Know About Your New RIA

By TradePMR on May 25, 2021 9:55:15 AM

You’ve Opened the Doors – Now What?

Topics: RIA practice Financial advisers RIAs Marketing
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 advisers 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
14 min read

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

By Cris Frankel on Mar 29, 2021 5:26:38 PM

Here's a Hint – You are not alone; almost everyone has the same questions. 

Topics: TradePMR RIA technology RIAs
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 TradePMR 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 advisers 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 advisers 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 advisers 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 advisers 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.”

2 min read

How an Easter Basket Sparked Baldwin’s Entrepreneurial Journey

By TradePMR on Jan 26, 2018 6:58:30 PM

Built by an advisor to reduce conflicts of interest and produce better outcomes for his own practice 20 years ago, this tested-in-the-trenches solution is now the solution of choice for hundreds of other advisors.

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:

2 min read

Sample - How To Post

By Sample HubSpot User on Oct 1, 2017 3:16:00 AM


INTRODUCTION:

Your “how to” blog post should teach the reader how to do something by breaking it down into a series of steps.

Begin your blog post by explaining what problem you are going to solve through your explanation and be sure to include any relevant keywords. Add in a personal story to establish your credibility on this topic. And make sure to end your blog post with a summary of what your reader will gain by following your lead.

Need some inspiration? Check out these "How-To" examples from the HubSpot blog:

Topics: Insider
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 to Release Fusion Advisor Workstation for Windows and Tablets

By Admin on Feb 9, 2013 12:51:44 PM

Miami, FL – February 9, 2013 – Today during the T3 Conference in Miami, FL TradePMR announced it is developing a new Advisor Workstation designed for use with today’s touch screen devices.

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.

1 min read

TradePMR to Present at T3 Conference

By Admin on Aug 17, 2012 1:53:08 PM

Gainesville, FL – August 17, 2012 – TradePMR announced today its sponsorship of the 2013 T3 Conference February 11-13th 2013 at the Hilton Miami Downtown in Miami, Florida. The conference features David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders.

1 min read

Trade-PMR Launches Complex Options Trading Capabilities

By Admin on Jul 9, 2012 1:53:23 PM

Gainesville, FL – July 9, 2012 – Trade-PMR today announced the launch of complex options order entry capabilities on its advisor workstation. These capabilities enhance Trade-PMR’s options offering by allowing advisors to choose from a variety of industry-standard trading strategies, or create their own custom trading strategies.

1 min read

TradePMR Licenses Morningstar Site Builder

By Admin on Apr 24, 2012 1:53:28 PM

Addition of Morningstar Tools and Content a Significant Benefit to Advisors

Gainesville, FL – April 24, 2012 – Today TradePMR announced another significant upgrade to its Advisor Workstation. Using Site Builder, TradePMR has tightly integrated Morningstar’s outstanding tools and content into its already highly regarded platform. The new tools include Morningstar Report, Morningstar Screeners, and the Portfolio Snapshot report. Morningstar QuoteSpeed rounds out this powerful collection of resources designed to give advisors the industry leading tools they need to be more successful.

1 min read

TradePMR Announces Dates and Venue for Synergy 2011 Conference

By Admin on Mar 1, 2011 12:55:10 PM

TradePMR’s Synergy 2011 to be held at Hilton Walt Disney World Resort May 4-6

Gainesville, FL – March 1st, 2011 – TradePMR today announced the 2011 version of their annual advisor conference, Synergy, will be held in Orlando, FL at the Hilton Walt Disney World Resort across adjacent to Downtown Disney.

1 min read

TradePMR Attends T3 Conference

By Admin on Jan 21, 2011 12:55:27 PM

Gainesville, FL – January 21st, 2011 – TradePMR today announced their participation in the T3 conference to be held at the Grand Hyatt Bonaventure Hotel in Weston Florida, February 16-19th, 2011. The conference features David Drucker and Joel Bruckenstein, two of the financial planning industry’s most respected thought leaders.

1 min read

TradePMR, Inc Expanding into San Francisco Bay Area

By Admin on Dec 16, 2010 12:55:40 PM

Gainesville, FL – December 16, 2010 – TradePMR, Inc, today announced that in January 2011, Frederick A. Van Den Abbeel, Executive Vice-President responsible for marketing the firm’s brokerage and institutional custody services for Registered Investment Advisory (RIA) firms and Hybrid Advisors, will be establishing a new national business development office in the San Francisco Bay Area.

1 min read

Ability to Work with Multiple Models Added to Our Advisor Workstation

By Admin on Jul 12, 2010 1:55:52 PM

Addition of Multiple Models enhances trading functionality for Advisors

Gainesville, FL – July 12th, 2010 –Today TradePMR announced a significant upgrade to their model trading system. In this new release, advisors are now able to assign any number of portfolio models to a single account. This new feature allows advisors to better match the investment objectives of their clients without the need to create custom models on a per account basis. Models are assigned to accounts by percentage and can contain any number of securities.

1 min read

TradePMR Adds Learning Center to its Advisor Workstation

By Admin on Jun 8, 2010 1:56:05 PM

Addition of eLearning content to eCustody platform eases transition for new Advisors

Gainesville, FL – June 8th, 2010 – TradePMR today announced the release of the eCustody Learning Center, a portal designed to augment the company’s outstanding customer service by giving advisors answers to common questions in a self-paced environment. This is the latest in a series of enhancements to its best-of-breed eCustody Advisor Workstation that improves Registered Investment Advisor’s (RIAs) daily workflow. By incorporating best practices in these videos, advisors can get up to speed quickly on the ever growing feature set of TradePMR’s platform.

1 min read

TradePMR Releases Enhanced Performance Reporting Solution

By Admin on Feb 19, 2010 12:56:21 PM

Performance Reporting Solution offers Advisors alternative to costly Report Vendor products.

Gainesville, FL – February 19th, 2010 – TradePMR today announced the release of its second-generation enhanced performance reporting solution. Continuing on the success of its prior release, the performance reporting system adds enhanced capability and ease of use. In addition to generating reports on a single account basis, performance can now be calculated, using eCustody CRM data, allowing consolidated reports to be generated across clients and households.

1 min read

Integrated CRM Solution in eCustody Advisor Workstation

By Admin on Feb 18, 2010 12:56:35 PM

New CRM System provides TradePMR Advisors with an excellent alternative to high-cost standalone systems.

Gainesville, FL – February 18th, 2010 – TradePMR today announced the release of its integrated Client Relationship Management (CRM) module into its eCustody Advisor Workstation. The CRM module, specifically designed with RIAs in mind, allows the management of Clients, Households, and Prospects. Different users within an Advisor’s office can view and share contacts, notes, and tasks.

1 min read

TradePMR Releases Account Aggregation Solution for RIAs

By Admin on Feb 16, 2010 12:57:01 PM

TradePMR's integration of Advisors Exchange's TotalView gives Registered Investment Advisors the ability to monitor financial data from banks, insurance companies, and other brokerage firms.

Gainesville, FL – February 16th, 2010 – TradePMR today announced the release of its integration of Advisor Exchange's TotalView into its proprietary eCustody Advisor Workstation. As an industry leader in the brokerage and custodial services to independent Registered Investment Advisors (RIAs), TradePMR works with more than 550 financial advisors nationwide. The integration between TotalView and eCustody will provide those advisors with on-demand access to a complete view of their clients' entire financial portfolio, including assets held at competing brokerage firms. Advisors also will be able to move client data seamlessly into a variety of business applications.

1 min read

TradePMR Releases Paperless Account Opening System

By Admin on Feb 16, 2010 12:56:49 PM

New online account opening system promises to streamline advisor workflow and reduce paper.

Gainesville, FL – February 16th, 2010 – TradePMR today announced the release of its paperless account opening system. This is the latest in a series of enhancements to its best-of-breed eCustody Advisor Workstation that improves Register Investment Advisor’s (RIAs) daily workflow. The system is designed to allow RIAs to open TradePMR accounts without the need for paper documents. By partnering with a leading identity verification company, eCustody is able to successfully verify the identity of applicants and create a digital signature in many cases. This means an Advisor client can digitally sign their account documents, streamlining the account opening process. In addition, eCustody supports electronic account transfers to allow assets to be moved with as little delay as possible.

1 min read

Redtail CRM Press Release

By Admin on Nov 1, 2008 1:57:18 PM

Gainesville, FL – November 01, 2008 – TradePMR, Inc. a leader in providing broker services to Investment Advisors, has integrated the Redtail Technologies, Inc. Client Relationship Management (CRM) solution into its new eCustody Advisor Platform. The CRM system is designed to meet the challenging needs of financial advisors by providing online tools for client management, sales automation, client support and marketing automation. “Redtail Technology’s CRM aligns well with our RIA platform strategy by providing our clients with an excellent tool to manage and grow their practices”, said Dennis Suppe, Chief Technology Officer of TradePMR.

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Hybrid Advisor Platform Press Release

By Admin on Sep 26, 2008 1:57:31 PM

Hybrid Advisor Platform Press Release

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Frederick A. Van Den Abbeel Press Release

By Admin on Aug 1, 2008 1:54:40 PM

Gainesville, FL – August 01, 2008 – TradePMR, Inc., today announced that Frederick A. Van Den Abbeel has joined the firm as Executive Vice President. In his new role, Van Den Abbeel will be responsible for marketing TradePMR’s Registered Investment Advisory (RIA) institutional custodian capabilities.

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