6 min read
TradePMR’s Approach: Flexible Technology Meets Flexible Service
How TradePMR looks to deliver evolving tech, comprehensive integrations, and hands-on support. RIA custodians should be 100% focused on helping advisors serve their clients. To do so, these providers need to deliver on two key points: technology and ...
Topics: Financial advisors RIAs Technology Service Custodial Service Providers RIA Custodians
3 min read
10 Steps to Find the Right RIA Custodian – Get Your Due Diligence Checklist
Could an RFP help your firm find the best-fit provider for your unique team? Hundreds of RIAs across the country will tackle an RIA custodian transition this year. Some will move on their own terms, while others will take part in a major RIA ...
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
4 min read
TradePMR's Integration Network - Streamlining Your RIA Firm Operations
RIA technology flexibility to fit how you run your business. According to the Financial AdvisorTech Solutions map published by Kitces.com1, there are over 100 third-party technology vendors for registered investment advisors (RIAs) to choose from. ...
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo Technology Registered Investment Advisor Custodial Service Providers RIA Custodians Integrations
3 min read
New Year, New RIA Custodian – Finding the Right Provider for Your Firm in 2023
2023 is here, and so are New Year’s resolutions.
Topics: RIAs Technology Service Pricing Custodial Service Providers RIA Custodians
6 min read
2023 Resolution: Get the Best Value from Your RIA Custodian
Tips to find the best-fit RIA custodian in the new year. Big-box stores have coopted the term value – as a result, it’s easy for us to associate a “good value” with something that’s cheap.
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
4 min read
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
How to evaluate if a provider can fully support your business Advisors considering a change in RIA custodians face a difficult task. There are seemingly endless factors to consider before making the leap and adding a new platform.
Topics: Fusion RIAs Technology Fusion Demo Service Custodial Service Providers RIA Custodians
3 min read
Panoramix and TradePMR Launch a New Technology Integration Designed to Streamline Performance Reporting and Billing for RIAs
The innovative arrangement is intended to simplify and automate key workflows RIAs manage, providing enhanced reporting for their clients while streamlining the billing process. Eagan, MN and Gainesville, FL. November 9, 2022. Panoramix, an ...
Topics: Press Release Fusion RIAs Technology Custodial Service Providers
4 min read
7 Questions for Your Team as You Build a RIA Custodian RFP
Check all the important boxes before signing on with your next provider. Advisors that are considering a change in RIA custodians face a difficult challenge. Switching providers isn’t easy - it’s important to take the time to ensure your next ...
Topics: RIAs Technology Service Registered Investment Advisor Pricing Custodial Service Providers RIA Custodians
5 min read
Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth
How TradePMR enables RIAs to work how they want. Every RIA is unique with different structures, challenges, and opportunities. As these firms grow, those structures, challenges, and opportunities become increasingly complex.
