3 min read
TradePMR to Collaborate with FP Transitions to Help Solve for Succession and Growth Planning Among RIAs
Lake Oswego, OR. – February 7, 2023 – Today, TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), announced a collaboration with the succession planning firm, FP Transitions, to provide integrated ...
Topics: FinTech RIAs Registered Investment Advisor Integrations
4 min read
Conducting Due Diligence on Prospective RIA Custodians: From Features to Pricing
Two downloadable guides to help advisors find their next provider. While independent financial advisors likely leverage a slate of RIA software and service solutions for their businesses, at the core of their tech stack is their RIA custodian.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read
TradePMR’s Approach: Flexible Technology Meets Flexible Service
How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
3 min read
10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist
Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
4 min read
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
3 min read
New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023
2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read
2023 Resolution: Get the Best Value from Your RIA Custodian
Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read
TradePMR's Transition Team: Delivering White-Glove Service from the Moment RIAs Sign on the Dotted Line
A tailored approach to RIA custodian transitions could save your firm future headaches. Any financial advisor can attest that first impressions are crucial in relationship building. They often set the tone when establishing a new client relationship ...
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read
An RIA Custodian Merger Nightmare: Could the Industry’s Future Mirror the Past?
How TradePMR founder Robb Baldwin’s experience with an RIA custodian merger could help advisors prepare for 2023. Thousands of RIAs across the country are preparing for an RIA custodian merger in 2023. While this moment may feel unprecedented, it is ...
