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Financial industry news and events for RIAs.

4 min read

Taking the Leap: Top Tips for Transitioning RIAs

By Admin on Jan 25, 2018 4:57:52 PM

Are you thinking about starting your own firm? Before you leap, here are some tips and food for thought:
1 min read

TradePMR Adds Trailing Stop Orders to its Advisor Workstation

By TradePMR on Nov 2, 2016 8:52:54 AM

Gainesville, FL – 2016 – Trailing Stop orders can be an invaluable tool for Financial Advisors providing added flexibility in helping secure profits through automatically adjusting an open stop order as markets move in their favor.
1 min read

Trade-PMR, Inc. Announces Open House

By Admin on Oct 22, 2016 1:50:34 PM

TradePMR Open House
1 min read

TradePMR Announces SSO Support for JVB Financials Bond Platform

By Admin on Nov 19, 2012 12:51:59 PM

Gainesville, FL – November 19, 2012 – TradePMR today announced the release of single sign-on support for the JVB Financials Bond Platform.
2 min read

Trade-PMR, Inc. Achieves SSAE 16 (SOC 1) Type I Compliance

By TradePMR on Oct 19, 2012 1:52:23 PM

Gainesville, Florida – October 19, 2012 - TradePMR today announced that it has successfully completed a Statement on Standards for Attestation Engagement No. 16 (SSAE 16 or SOC 1) Type I audit for their introducing Broker Dealer services and their ...
1 min read

TradePMR Announces Cews & Associates Bond Support

By Admin on Sep 17, 2012 1:52:38 PM

Gainesville, FL – September 17, 2012 – TradePMR today announced support for Crews & Associates Bond Platform.
1 min read

TradePMR to Present at T3 Conference

By Admin on Aug 17, 2012 1:53:08 PM

Gainesville, FL – August 17, 2012 – TradePMR announced today its sponsorship of the 2013 T3 Conference February 11-13th 2013 at the Hilton Miami Downtown in Miami, Florida. The conference features David Drucker and Joel Bruckenstein, two of the ...
1 min read

Trade-PMR Launches Complex Options Trading Capabilities

By Admin on Jul 9, 2012 1:53:23 PM

Gainesville, FL – July 9, 2012 – Trade-PMR today announced the launch of complex options order entry capabilities on its advisor workstation. These capabilities enhance Trade-PMR’s options offering by allowing advisors to choose from a variety of ...
1 min read

TradePMR Licenses Morningstar Site Builder

By Admin on Apr 24, 2012 1:53:28 PM

Addition of Morningstar Tools and Content a Significant Benefit to Advisors Gainesville, FL – April 24, 2012 – Today TradePMR announced another significant upgrade to its Advisor Workstation. Using Site Builder, TradePMR has tightly integrated ...
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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.

    Copyright 2020-2026, Trade-PMR, Inc.
    "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.
    Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
    Market volatility, volume, and system availability may impact account access and trade execution.
    Trade-PMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.
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