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Recent posts by TradePMR

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 ...

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

Silhouettes of businesspeople and technology graphs.

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

Quote from Joel Bruckenstein, Founder of Technology Tools for Today, on TradePMR's Fusion platform.

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

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

100% Focused on RIAs with feedback heart and thumbs up emoji in conversation bubbles.

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

Man abandoned, left high and dry, standing on sand dune in desert looking into the horizon.

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

Press release heading with an image of TradePMR's new data white paper

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

Photo of Robb Baldwin, Founder and CEO, answering the phone in video thumbnail for blog card “When RIAs have questions, they need answers.”

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

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

Rob Dilbone, Managing Director of TradePMR, video thumbnail for TradePMR’s approach to flexible pricing.

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

4 min read

The Differences Between Structured and Unstructured Data for Your RIA

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

Data analyst at desk with computer and images of graphs

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 ...

Topics: Financial advisors Wealth Management RIA Data

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Sources and Disclosures

¹ Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

²2024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

⁴ 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

⁵ EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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"TradePMR," "TradePMR, Inc.," and "TradePMR by Robinhood" are trade names used by Trade-PMR, Inc.
Securities offered through TradePMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
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