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Financial industry news and events for RIAs.

5 min read

TradePMR Earns Highest Satisfaction Score Among Custodial Platforms in 2022 T3/Inside Information Survey

By TradePMR on May 11, 2022 12:26:59 PM

Financial advisors also ranked the Fusion platform the top Online Portfolio Management Tool. Gainesville, Fla. – May 11, 2022 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction rating ...
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today 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

By TradePMR on Apr 18, 2022 3:41:41 PM

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
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 What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.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

Why We Don’t Charge for Our Signature Event: SYNERGY22

By TradePMR on Mar 2, 2022 3:35:34 PM

Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. We believe SYNERGY22 is going to be more than a conference – we think it’s an opportunity. An opportunity for our team to connect face-to-face ...
Topics: Financial advisers Fusion SYNERGY Wealth Management Advisor Technology
3 min read

A Look into a Live Fusion Demo: A Potentially Crucial Step in Picking the Right Custodial Services and Technology Provider

By TradePMR on Feb 16, 2022 9:04:16 AM

How to evaluate if a provider can fully support your business. So, you’ve been searching for a new custodial services provider and are considering making a switch or adding a new provider to your roster. No small task – there are seemingly endless ...
Topics: Fusion RIAs Fusion Demo
2 min read

Why I Started TradePMR

By Robb Baldwin on Nov 9, 2021 4:29:46 PM

What Advisors Can Learn from My RIA Firm’s Custodial Merger I started my career as a financial advisor. I was one of the few advisors who launched an RIA back in the 90s – I immediately fell in love. I loved having the freedom to build my business ...
Topics: Financial advisers Best Financial Advisor Technology RIA technology Fusion RIAs
4 min read

Model Sleeve Trading – Making the Complex, Simple

By TradePMR on Aug 3, 2021 9:51:26 AM

A Q&A with TradePMR Head of Trading, Jason Simmons
Topics: RIA technology Fusion RIAs Technology Trading
2 min read

TradePMR Launches Model Sleeve Trading on the Fusion Platform

By TradePMR on Aug 3, 2021 9:19:57 AM

RIAs utilizing the Fusion platform can access the advanced trading tool at no additional cost.
Topics: RIA technology Fusion RIAs Technology Trading
3 min read

Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack

By TradePMR on Jun 7, 2021 12:15:10 PM

Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
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