3 min read
Best Practice for RIAs Adding a New Custodial Service Provider: Explore Before Buying More
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
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
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
TradePMR's Transition Team: How We Deliver White-Glove Service from the Moment RIAs Sign on the Dotted Line
Learn how one firm transitioned $700 million in under six weeks. First impressions are important. They can set you up on the right footing or leave a poor taste in your mouth that can sour a relationship.
Topics: FinTech Fusion RIAs Transition Registered Investment Advisor Custodial Service Providers
3 min read
Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.
We believe that genuine white-glove service is a one-to-one service, not lip service. Your call is important to us. Please stay on the line while we connect you with a representative... 45-minutes later, you’re right where you started. Sound ...
Topics: FinTech RIAs Service Wealth Management Registered Investment Advisor Custodial Service Providers
4 min read
The Secret to the Evolution of Fusion? Advisor Feedback.
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 What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.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
2 min read
SYNERGY22: Your Gateway to the Future of Fusion
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
Do You Own Your Data? Let’s Find Out
Download our Data Questions Worksheet Do you own your data? That may sound like a strange question. Why wouldn’t you own it? It’s yours after all!
Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data
2 min read
Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
Download our On-Demand Webinar, White Paper, and Data Worksheet
