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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
Topics: Press Release Technology Demo RIA technology FinTech Joel Bruckenstein Register for On-Demand Fusion Demo Technology Fusion Demo 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
Topics: Financial advisors FinTech Joel Bruckenstein Bob Veres RIAs Technology Service Wealth Management Top Tech Custodial Platform
4 min read
TradePMR Annual Conference Returns: SYNERGY22 Unleashed
By TradePMR on May 24, 2022 9:24:58 AM
Topics: TradePMR Press Release Robb Baldwin Joel Bruckenstein RIAs SYNERGY Advisor Technology Technology Tools for Today Custodial Service Providers
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
Topics: Press Release Technology Demo RIA technology Joel Bruckenstein Fusion RIAs Technology Technology Tools for Today Custodial Service Providers
4 min read
How Advisors Can Strategically Leverage Their Data
By John O'Connell on May 9, 2022 5:01:53 PM
Topics: Financial advisors FinTech Joel Bruckenstein RIAs Data John O'Connell
4 min read
TradePMR Issues Warning to RIAs in New White Paper: It's Time to Understand Ownership of Client Data
By TradePMR on Apr 21, 2022 12:47:06 PM
Topics: Press Release Joel Bruckenstein RIAs Advisor Technology Data RIA Data
2 min read
Do You Own Your RIA Custodian Data? Let’s Find Out
By TradePMR on Mar 27, 2022 12:00:00 PM
Topics: FinTech Joel Bruckenstein RIAs Advisor Technology Data RIA Custodians
2 min read
Industry Veterans Weigh In – The Practical Applications of Data for Your RIA
By TradePMR on Mar 25, 2022 9:56:04 AM
Topics: Financial advisors RIA technology FinTech Joel Bruckenstein RIA Data
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