Recent posts by TradePMR
3 min read
Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More
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 advisers RIA technology FinTech RIAs Custodial Service Providers
5 min read
TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey
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 ...
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
3 min read
TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs
Why TradePMR exclusively works with RIAs A niche can be powerful for a business.
Topics: Financial advisers RIA technology FinTech RIAs Technology Custodial Service Providers
4 min read
How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs
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 advisers 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
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
4 min read
TradePMR's Transition Team: How We Deliver White-Glove Service from the Moment RIAs Sign on the Dotted Line
Learn how one firm transitioned $700 million in under six weeks. First impressions are important. They can set you up on the right footing or leave a poor taste in your mouth that can sour a relationship.
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read
Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.
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 ...
Topics: FinTech RIAs Service Wealth Management Registered Investment Advisor Custodial Service Providers
3 min read
Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?
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; ...
Topics: RIAs Service Registered Investment Advisor Pricing
3 min read
Switching Custodial Providers? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality
Download Your Custodial Assessment Guide Finding a new custodial service provider can be tricky. How can you be sure that they’re offering everything your RIA needs? How can you be confident that their technology, service, and resources will support ...
