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Integrated CRM Solution in eCustody Advisor Workstation

Feb 18, 2010 12:56:35 PM

New CRM System provides TradePMR Advisors with an excellent alternative to high-cost standalone systems.

Gainesville, FL – February 18th, 2010 – TradePMR today announced the release of its integrated Client Relationship Management (CRM) module into its eCustody Advisor Workstation. The CRM module, specifically designed with RIAs in mind, allows the management of Clients, Households, and Prospects. Different users within an Advisor’s office can view and share contacts, notes, and tasks.

Each client record provides access to a complete history of activity, demographic information, TradePMR accounts, and externally held accounts available through the Account Aggregation system. Contacts can be assigned to specific users or made private, and both contacts and groups can be tagged to facilitate searching. An integrated calendar is available to track appointments and schedule meetings.

"The integration of CRM features into eCustody represents another step in the direction of our ultimate goal – providing RIAs with everything they need to effectively run their practice,” said Robb Baldwin, Chief Executive Officer of TradePMR. “Providing our Advisors with the ability to manage their clients and prospects will help them deliver exceptional customer service and grow their firms,” he added.

As part of its Superior-Workflow initiative, the CRM software is integrated with the TradePMR electronic account opening system which automatically adds client records to the CRM when a new account is opened. Contacts and groups can also be used in the eCustody performance reporting system to build both individual and consolidated reports across individuals, households, or firm-wide.

TradePMR’s CRM solution is available free of charge to all TradePMR Advisors and is tightly integrated into its eCustody Advisor Workstation. It will be demonstrated at Synergy 2010, TradePMR’s annual Advisor Conference, from February 24th – 26th in Orlando, Florida.

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 Fred Van Den Abbeel TradePMR, Executive Vice-President/RIA 888-579-8640

Written by Admin