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
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
4 min read
Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm
TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read
Every Tech Provider’s Strongest Asset: The Product Roadmap
Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...
Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
8 min read
RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors
Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Topics: Financial advisors FinTech Joel Bruckenstein Bob Veres RIAs Technology Service Wealth Management Top Tech Custodial Platform
4 min read
Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.
Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. ...
Topics: FinTech Technology Fusion Demo Transition Service Registered Investment Advisor
3 min read
TradePMR’s Top-Rated Tech: Built with RIAs Front-and-Center
How advisor feedback influences the development of TradePMR’s Fusion platform – the top-rated Custodial Platform three of the last four years. TradePMR’s Fusion technology was recently named the top-rated Custodial Platform and Online Portfolio ...
Topics: Financial advisors RIA technology FinTech Registered Investment Advisor Custodial Service Providers
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 advisors 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 ...
