<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

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

Eyes on the Future for RIA Custodians – Three Key Takeaways from TradePMR’s Leadership Roundtable at SYNERGY22

By TradePMR on Jul 14, 2022 8:56:04 AM

Investments in Service, Expansions to Technology, and a Continued Focus on RIAs 1,097 days. That’s how long TradePMR had to wait between annual SYNERGY conferences as the world navigated a pandemic.
Topics: RIAs Service Custodial Service Providers Financial Advisor Technology Top Tech
8 min read

RIAs Weigh In: Three Tips for Advisors Evaluating Prospective Vendors

By TradePMR on Jul 5, 2022 10:22:41 AM

Key Takeaways from TradePMR’s Panel at the T3 Advisor Conference The RIA technology landscape is evolving rapidly - it seems like there are new platforms popping up daily to support nearly every aspect of an RIA’s operations.
Topics: Financial advisors FinTech Joel Bruckenstein Bob Veres RIAs Technology Service Wealth Management Top Tech Custodial Platform