4 min read
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics: Fusion RIAs Technology Fusion Demo Service Custodial Service Providers RIA Custodians
5 min read
RIA Custodian Culture – Finding a Provider that’s Invested in Your Success
Does your RIA custodian share your goals? If your RIA is one of thousands currently navigating a custodian merger, you’re facing a difficult challenge. You need to carefully carry over important data and account information, consistently communicate ...
Topics: RIAs Service Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Not All RIA Custodian Transitions are Created Equal
Custodian Merging? Was your firm bought out? Compliance Concerns? There are currently trillions of dollars about to transition because of RIA custodian mergers. This massive amount of assets will need to move platforms, and in a relatively short ...
Topics: RIAs Transition Service Registered Investment Advisor Custodial Service Providers RIA Custodians
3 min read
Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs
The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process. Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an ...
Topics: Press Release Fusion RIAs Technology Custodial Service Providers
4 min read
Switching RIA Custodians? Consider Creating an RFP
RIAs approaching a merger or otherwise considering a change in RIA custodians face a difficult task: finding the provider that’s the best fit for their unique firm.
Topics: RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
7 Questions for Your Team as You Build a RIA Custodian RFP
Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read
Why TradePMR Doesn't Have a Tiered Approach to Service
One thing we've learned from nearly 25 years of serving RIAs is that size does not determine the complexity of a firm's needs. Each RIA is unique and faces its own set of challenges and opportunities.
Topics: RIAs Service Fees Registered Investment Advisor Custodial Service Providers RIA Custodians
5 min read
Does Zero Fee Trading from Your RIA Custodian Benefit Your Clients?
Don’t settle for flashy marketing – secure the best custodial pricing for your clients. Big-name custodians with a retail offering serve two masters – RIAs and retail investors. That split focus means these providers divide their time and resources. ...
Topics: RIAs Trading Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
6 min read
Three Steps Financial Advisors Can Take Today to Prepare Their Firm for an RIA Custodian Transition
Avoid some common mistakes ahead of your big move. You have made the decision to switch custodians or possibly add a new one to the roster. Now what?
