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Financial industry news and events for RIAs.

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
2 min read

Do You Own Your Client Data? Download the Newest White Paper to Learn More.

By TradePMR on Mar 14, 2022 1:27:50 PM

Register to Join us March 16th at 2 pm ET Do you own your client data? The answer may not be as simple as you think. Understanding what data you have access to and how to leverage it for your business can be a crucial step for RIAs looking to reach ...
Topics: Financial advisers RIAs Technology Tools for Today Data
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