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Financial industry news and events for RIAs.

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

Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like

By TradePMR on Apr 1, 2021 1:13:38 PM

Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers ...
Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
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