TradePMR CEO and Founder Robb Baldwin has published a piece in this year’s WealthManagement Midyear Outlook titled, “Take Control of Your Custodial Transition.” Having tackled hundreds of technology and custodial service moves over the years, Robb shares his advice on steps RIAs can take to streamline their custodial service and technology transition. He points to the importance of owning client data, how advisors can leverage the strength of their entire team and offers advice on how RIAs can keep their clients front and center throughout their transition.
If you’re considering transitioning custodial service providers, we should talk. Contact our team here to see if TradePMR could be a good fit for your firm.
See how one firm transitioned nearly $700M in client assets to TradePMR in under 6 weeks:
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