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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
4 min read
A Look Into a Live Demo: A Potentially Crucial Step in Picking the Right RIA Custodian
By TradePMR on Nov 25, 2022 10:23:22 AM
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
5 min read
Don’t Constrict Your RIA: Flexible Tech to Facilitate Firm Growth
By TradePMR on Oct 18, 2022 9:39:51 AM
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.
Topics: RIA technology Technology Fusion Demo Registered Investment Advisor Custodial Service Providers RIA Custodians
4 min read
Looking for Top-Rated Tech, but Fear the Transition? Let’s Answer Your Questions on a Live Demo.
By TradePMR on Jun 8, 2022 3:26:18 PM
Transition Technology and Custodial Services Providers with Confidence after a Live Demo with TradePMR’s Team We’ve all heard the RIA custodial transition horror stories: confusing technology, non-existent support, time-intensive manual processes. ...
Topics: FinTech Technology Fusion Demo Transition Service Registered Investment Advisor
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 ...