3 min read
Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
3 min read
Fairhaven Wealth Management – How One Firm Transitioned to TradePMR in Under Six Weeks
At the end of 2020, Fairhaven Wealth Management, a Chicago-based RIA (registered investment advisor), decided it was time for a change. They set an ambitious goal of transitioning over $700 million in client assets to a new custodial services ...
Topics: RIA practice RIA technology Fusion Transition
5 min read
How to Let the World Know About Your New RIA
You’ve Opened the Doors – Now What?
Topics: RIA practice Financial advisers RIAs Marketing
4 min read
TradePMR Streamlines Digital Account Transfers for RIAs, Clearing the Path to Transition
A new account uploader tool could solve two of an advisor's biggest operational challenges when switching custodians - opening and transferring accounts.
Topics: Financial advisers Press Release RIAs Transition
5 min read
What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?
Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn ...
Topics: Technology Demo Fusion Register for On-Demand Fusion Demo
1 min read
Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance
At TradePMR, data security is a top priority. Maintaining the confidentiality of your clients’ data is necessary, and we work to make sure we are doing everything in our power to protect that data. To that end, we recently decided to undergo a ...
Topics: RIA technology RIAs Technology Data Security
2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers ...
Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
14 min read
What I Have Learned from Speaking with Hundreds of RIAs Looking for a New Custodian
Here's a Hint – You are not alone; almost everyone has the same questions.
Topics: TradePMR RIA technology RIAs
4 min read
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
