Recent posts by TradePMR
4 min read
TradePMR Adds Adhesion Wealth® to Fusion Platform
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
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 ...
Topics: Press Release
3 min read
TradePMR Rolls Out Refined Trading Tools on Fusion
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”
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
TradePMR to match dollar-for-dollar on wristband sales up to $1000.
4 min read
TradePMR Named Industry Awards Finalist by Wealth Management
Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
3 min read
Synergy RIA Conference Recap
Synergy 2019 RIA Conference Recap by Advisor Services, TradePMR | Jun 04, 2019 |TradePMR
2 min read
TradePMR Named a Winner of 2019 Excellence in Customer Service
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 ...
3 min read
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
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 ...
