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 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
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
4 min read
How Advisors Can Strategically Leverage Their Data
It is not surprising that RIA firms capture and have access to an enormous amount of data about their prospects and clients. Many advisory firms capture a large amount of client data during their initial discovery process with the client, and that ...
Topics:
Financial advisors
FinTech
Joel Bruckenstein
RIAs
Data
John O'Connell
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 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
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
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.
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?
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
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
