4 min read
TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey
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
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
6 min read
Demo Curated to Fit Your RIA Firm Begins with Your Technology Must-Haves and Wish List
Experience How TradePMR’s Fusion Technology Could Benefit Your Unique Business (and how to drive your demo and not waste time being sold) Evaluating prospective technology providers is no small feat. There are hundreds of technology vendors for RIAs ...
Topics: RIA technology Register for On-Demand Fusion Demo RIAs Transition Practice Management Registered Investment Advisor
4 min read
The Secret to the Evolution of Fusion? Advisor Feedback.
How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics: Financial advisors FinTech Fusion Register for On-Demand Fusion Demo RIAs SYNERGY Wealth Management Advisor Technology
3 min read
Take Advantage of the Summer Slowdown to Reevaluate Your Tech Stack
Get Your Firm's Tech Stack Trim and Fit this Summer Summer is a great time to take a deep breath, relax, and realign. Of course, there is plenty of work to be done, but in the proverbial summer slowdown, many advisors block off time to take stock of ...
Topics: Best Financial Advisor Technology Fusion Register for On-Demand Fusion Demo Technology
5 min read
What Can Advisors Expect to Learn in a 30-Minute Fusion Demo?
Trying to decide which technology and custodial service provider is right for your firm? The process is a time-consuming task. We know your time is limited, so we put together a high-level overview of what you and your team can expect to learn ...
Topics: Technology Demo Fusion Register for On-Demand Fusion Demo
2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
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 ...
Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
4 min read
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
