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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
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
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
3 min read

Switching Custodial Providers? 5 Key Traits to Evaluate and Ensure Your Expectations Match Reality

By TradePMR on Apr 11, 2022 3:50:01 PM

Download Your Custodial Assessment Guide Finding a new custodial service provider can be tricky. How can you be sure that they’re offering everything your RIA needs? How can you be confident that their technology, service, and resources will support ...
Topics: RIA technology RIAs Transition Service
3 min read

Why One Breakaway RIA Switched from a Big-Name Custodian to TradePMR

By TradePMR on Apr 1, 2022 11:56:54 AM

Get the Case Study on Bischoff Wealth Management Brian Bischoff started his career like many other RIAs: at a wirehouse. Today, he is a principal and financial advisor at Bischoff Wealth Management in Greenwood, Indiana.
Topics: RIA technology RIAs Service Breakaway
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
2 min read

Finding the Right Technology to Retain Talent

By TradePMR on Mar 17, 2022 2:15:36 PM

For RIAs, finding the right technology can be critical. Technology doesn’t just save advisors time – it can transform their practice and set them up for the future. However, we have often seen RIAs make the mistake of bringing on technology that may ...
Topics: RIA practice Financial advisers RIA technology Practice Management
3 min read

SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For

By TradePMR on Feb 1, 2022 9:03:25 AM

Join us May 25th – ­27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics: TradePMR RIA technology RIAs SYNERGY
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