1 min read
TradePMR CEO Urges RIAs to Control Transition Timeline in 2021 Midyear Outlook
TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb ...
Topics: RIAs Technology Transition
4 min read
Model Sleeve Trading – Making the Complex, Simple
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
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
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
1 min read
Putting Data Security Front and Center: TradePMR Achieves SOC 2 Type II Compliance
At TradePMR, data security is a top priority. Maintaining the confidentiality of your clients’ data is necessary, and we work to make sure we are doing everything in our power to protect that data. To that end, we recently decided to undergo a ...
Topics: RIA technology RIAs Technology Data Security
2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
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 ...
