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.
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TradePMR Adds Adhesion Wealth® to Fusion Platform
By TradePMR on Nov 10, 2020 8:00:00 AM
Topics: Press Release
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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
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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.
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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,
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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.
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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
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Synergy 2019 RIA Conference Recap
By Advisor Services, TradePMR on Jun 4, 2019 11:45:00 AM
2019 Synergy RIA Conference Recap
Topics: TradePMR
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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.
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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.
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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.
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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:
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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.
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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.
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TradePMR Celebrates Successful "20-for20 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.
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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
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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
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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
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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
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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
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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.”
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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.
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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.
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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.
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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.
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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?
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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
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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.
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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
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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
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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.”
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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:
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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:
- How to Write a Blog Post: A Simple Formula to Follow
- How to Do Keyword Research: A Beginner's Guide
- How to Write an Effective Meta Description (Yes, They Still Matter)
Topics: Insider
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.