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Knowledge Bank

Financial industry news and events for RIAs.

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TradePMR Adds Learning Center to its Advisor Workstation

Jun 8, 2010 1:56:05 PM

Addition of eLearning content to eCustody platform eases transition for new Advisors

Gainesville, FL – June 8th, 2010 – TradePMR today announced the release of the eCustody Learning Center, a portal designed to augment the company’s outstanding customer service by giving advisors answers to common questions in a self-paced environment. This is the latest in a series of enhancements to its best-of-breed eCustody Advisor Workstation that improves Registered Investment Advisor’s (RIAs) daily workflow. By incorporating best practices in these videos, advisors can get up to speed quickly on the ever growing feature set of TradePMR’s platform.

“The Learning Center is designed to help new and existing advisors in every aspect of their relationship with TradePMR,” said Rob Dilbone, Managing Director of TradePMR. “By providing engaging videos and guidance on best practices, advisors can get up to speed quickly and take advantage of the wide array of capabilities TradePMR has to offer,” he added.

Videos can be viewed from a wide variety of Web-connected devices allowing users to learn when it is most convenient. The system also provides technical notes in printed form for users who prefer that medium. Technical notes can be downloaded and printed for offline viewing as well.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively. TradePMR Brokerage and Custody Services for Registered Investment Advisors

For further information contact Rob Dilbone, Managing Director 888-723-3767

Written by Admin