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Knowledge Bank

Financial industry news and events for RIAs.

3 min read

Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like

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 voted it number #1. Advisors who use it day-in and day-out see how its different, not just industry judges. While good technology and service may seem like table stakes, we'd like to highlight what these concepts mean to us at TradePMR and why, we believe, advisors using our Fusion platform ranked it at the top of some of the most popular custodial platforms.

The T3/Inside Information Software Survey, released in March 2021 following survey collection from over 5,200 respondents in the second half of 2020, included TradePMR's Fusion as having an average advisor satisfaction score of 8.65 out of 10. Not only was this the highest average score this year, but it's also the highest average score amongst the included Custodial Platforms since the category was introduced in 2018. We are incredibly excited about this software ranking and have outlined a few of the reasons why we believe TradePMR's Fusion separated itself from the pack:

  1. Real-Time Support, From Real People

    TradePMR has no call center. When advisors call, they're calling a real person. Not only that, they're calling a person who knows their name, their business, and their unique challenges. We understand RIAs and take a hands-on role in our effort to ensure that advisors have the resources and tools they need to succeed.

  2. A Platform Built By Advisors, For Advisors

    The Fusion platform is genuinely built to match RIA workflows. How? Our product and technology teams take the time to understand what RIAs need and adjust the platform in our effort to deliver on those needs. We consistently ask our advisors for feedback on our offerings and are always looking to add new features to accommodate evolving client needs. While the breadth of technology is essential, the flexibility of that technology is just as critical.

  3. Consistent Evolution

    TradePMR is nimble. Founded by an RIA and now with more than 20 years of service under our belt, we understand what RIAs need to do to stay competitive. We are continually expanding the Fusion platform to deliver all the services we believe advisors need through new integrations and product launches. In 2020, TradePMR launched an all-new digital account opening process, advanced trading features, and integrations with some of the industry's biggest names, such as FIX Flyer, Adhesion, and Morningstar.

Are you interested in learning more? Register to watch Fusion's on-demand demo anytime or schedule a call for a personal 1:1 demo to preview the platform's advanced features.


1 2021 T3/Inside Information Advisor Software Survey, Joel Bruckenstein, and Bob Veres, March 2021

Securities are offered through Trade-PMR, Inc., member FINRA/SIPC. Custodial services are provided through First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. TradePMR is not an affiliate of First Clearing, FIX Flyer, Adhesion or Morningstar.

Written by TradePMR