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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
4 min read

How Advisors Can Strategically Leverage Their Data

By John O'Connell on May 9, 2022 5:01:53 PM

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

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
4 min read

How to Evaluate if a Big-Name Provider Has Everything Your RIA Needs

By TradePMR on Apr 22, 2022 2:30:48 PM

Get the Custodial Assessment Guide When booking a flight, we all probably start by looking at the big airlines like Delta, JetBlue, American Airlines. If we’re getting a new phone provider, we probably start with Verizon, AT&T, T-Mobile.
Topics: Financial advisers RIAs Transition Advisor Technology Registered Investment Advisor
4 min read

TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data

By TradePMR on Apr 21, 2022 12:47:06 PM

Written by Joel Bruckenstein, Technology Tools for Today, and John O'Connell, Oasis Group, the duo asks financial advisors one question – do you own your client data, or does your vendor?
Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
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
3 min read

Tired of waiting on hold? Learn how TradePMR approaches service for RIAs.

By TradePMR on Apr 14, 2022 2:27:37 PM

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
3 min read

Does your Custodian Offer Flexible Pricing to Fit Your Unique Business?

By TradePMR on Apr 13, 2022 11:33:07 AM

Why TradePMR pricing begins with a conversation, not a rate sheet. If you’re shopping for a new cable provider, you expect to get a pricing rate sheet. Pay X, get these channels, pay Y, get these channels, and so on and so forth. No customization; ...
Topics: RIAs Service Registered Investment Advisor Pricing
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