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Financial industry news and events for RIAs.

4 min read

TradePMR Releases Reimagined Fusion Technology Platform

By TradePMR on Jun 1, 2023 2:23:33 PM

This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system. GAINESVILLE and TAMPA, Fla. – June 1, 2023- TradePMR, a technology and custodial services provider for Registered ...
Topics: Press Release FinTech WealthTech Fusion Technology
4 min read

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms(1,2)

By TradePMR on May 16, 2023 8:55:01 AM

The integration offers advisors single sign-on capabilities, data feed connectivity, as well as a FIX trading connection. Gainesville, Fla. And Chicago, Ill., May 16, 2023. TradePMR, a technology and custodial services provider for registered ...
Topics: Press Release FinTech WealthTech Fusion Technology Integrations
3 min read

TradePMR Launches a New Integration with CircleBlack Designed to Streamline Connectivity with the Wealth Management Platform

By TradePMR on Mar 15, 2023 9:03:23 AM

The relationship is intended to provide RIAs with easier access to CircleBlack’s CRM integrations, white labeled client portal and mobile app, performance reporting, and more. Jersey City, NJ and Gainesville, Fla., March 15, 2023 - CircleBlack, an ...
Topics: Press Release RIA technology FinTech WealthTech Integrations
4 min read

Stay or Go? Working with a Boutique RIA Custodial Services Provider to Support Your Firm

By TradePMR on Oct 14, 2022 7:40:17 AM

TradePMR’s approach to RIA custodial services. Advisors who are approaching a custodian merger or are otherwise considering a change in RIA custodians are facing a big decision.
Topics: FinTech WealthTech RIAs Transition Registered Investment Advisor Custodial Service Providers RIA Custodians
6 min read

Every Tech Provider’s Strongest Asset: The Product Roadmap

By TradePMR on Oct 3, 2022 11:00:00 AM

Departmental Swim Lanes and How TradePMR Adjusts Based on Advisor Feedback Over 89% of big data has been produced within the last 2 years1. Big data refers to larger, more complex data sets that cannot be analyzed with traditional data-processing ...
Topics: FinTech WealthTech RIAs Technology Registered Investment Advisor Custodial Service Providers RIA Custodians
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 ...
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

By TradePMR on Mar 23, 2021 10:00:10 AM

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 ...
Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo
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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    ² T3/Inside Information Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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