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Knowledge Bank

Financial industry news and events for RIAs.

4 min read

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

By TradePMR on Jan 24, 2024 5:14:17 PM

The Fusion platform’s online portfolio management tool also received top ranking for advisor satisfaction. GAINESVILLE and TAMPA, Fla. – January 24, 2024 - TradePMR, a technology and custodial services provider for Registered Investment Advisers ...
Topics: Press Release Technology Demo RIA technology FinTech Joel Bruckenstein Register for On-Demand Fusion Demo Technology Fusion Demo Top Tech
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
5 min read

What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?

By TradePMR on May 4, 2021 8:20:37 AM

Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn ...
Topics: Technology Demo Fusion Register for On-Demand 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
4 min read

TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021

By TradePMR on Mar 23, 2021 10:00:10 AM

Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo

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