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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More

By TradePMR on May 17, 2022 2:07:23 PM

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 advisers RIA technology FinTech RIAs Custodial Service Providers
4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

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 advisers FinTech Joel Bruckenstein RIAs Data John O'Connell
3 min read

TradePMR’s Niche for Custodial Services and Technology: We Only Serve RIAs

By TradePMR on Apr 29, 2022 10:06:58 AM

Why TradePMR exclusively works with RIAs A niche can be powerful for a business.
Topics: Financial advisers RIA technology FinTech RIAs Technology Custodial Service Providers
4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

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 advisers RIAs Transition Advisor Technology Registered Investment Advisor
4 min read

The Differences Between Structured and Unstructured Data for Your RIA

By TradePMR on Apr 8, 2022 10:53:42 AM

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 advisers Wealth Management RIA Data
4 min read

The Secret to the Evolution of Fusion? Advisor Feedback.

By TradePMR on Apr 4, 2022 12:54:00 PM

How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics: Financial advisers FinTech Fusion Register for On-Demand Fusion Demo RIAs SYNERGY Wealth Management Advisor Technology
3 min read

TradePMR’s White-Glove Service – Not Just Lip Service

By TradePMR on Mar 30, 2022 2:31:27 PM

How TradePMR’s approach to service and support is designed to fit the unique needs of RIAs “White-glove service” is a phrase that gets thrown around a lot. It seems like every vendor boasts white-glove service, but what does that really mean?
Topics: Financial advisers RIAs Service Wealth Management
2 min read

SYNERGY22: Your Gateway to the Future of Fusion

By TradePMR on Mar 29, 2022 10:47:59 AM

Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics: Financial advisers RIA technology FinTech Technology SYNERGY
2 min read

Industry Veterans Weigh In – The Practical Applications of Data for Your RIA

By TradePMR on Mar 25, 2022 9:56:04 AM

Download our On-Demand Webinar, White Paper, and Data Worksheet
Topics: Financial advisers RIA technology FinTech Joel Bruckenstein RIA Data
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