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Top Marks for Custody Platform Satisfaction in 2019 Software Survey

Feb 19, 2019 1:12:20 PM

Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.

GAINESVILLE, Fla.Feb. 19, 2019 /PRNewswire/ -- TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob Veres, were released at the recent T3 Advisor Conference in Denton, Texas.

TradePMR's technology received an average rating of 8.31 (out of 10), the highest satisfaction rating among all custodian providers, and an increase for TradePMR over the 2018 rating of 7.85. Advisors also gave TradePMR top marks for their online/automated portfolio management tools with a score of 8.09 out of 10.

"As a former advisor, I understand how important it is that firms you entrust your business with deliver on their promises," said Robb Baldwin, founder and CEO of TradePMR. "We take our white-glove approach to service very seriously and that extends to the technology we provide. Our greatest achievement is knowing that we continue to fulfill that commitment to the advisors we work with day in and day out."

Over the past year, TradePMR rolled out numerous enhancements to its popular platform, including model and drift analysis, fee billing, and Intelligent Model Builder.

"TradePMR is an exciting firm to watch as they continue to grow and evolve," said Joel P. Bruckenstein, CFP®, president of Technology Tools for Today (T3), who is widely recognized as an expert on applied technology for financial professionals. Joel says, "Advisors are positively responding to what they are rolling out and the technology they provide. Advisors should take note."


Baldwin notes that their white-glove approach to service has resonated with the advisors they work with, saying: "If advisors face an issue, at TradePMR there is no call center, no long wait time – there is simply your service team, ready at your beck and call. Investors demand top-notch service from the advisors they work with and we want to ensure that advisors can continue to deliver on that promise."

In 2018, TradePMR built 31 custom technology features requested by advisors including deeper integrations with industry service providers such as Orion, Black Diamond, DocuSign and Redtail.

To learn more about TradePMR's Fusion and Earnwise platforms, visit www.tradepmr.com. For the complete survey results, see www.t3technologyhub.com.


For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline fee-only investment advisors' operations through comprehensive custodial, operational and trading support. For more information, visit www.TradePMR.com.

Follow TradePMR on TwitterFacebook, and LinkedIn for the latest news, updates and event information.

Securities offered through Trade-PMR, Inc., member FINRA/SIPC. Custodial services offered through First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. TradePMR and First Clearing are not affiliated.

Written by Admin