<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=1107530239585271&amp;ev=PageView&amp;noscript=1">
Let's Talk CTA

Knowledge Bank

Financial industry news and events for RIAs.

2 min read

TradePMR to Release Fusion Advisor Workstation for Windows and Tablets

Feb 9, 2013 12:51:44 PM

Miami, FL – February 9, 2013 – Today during the T3 Conference in Miami, FL TradePMR announced it is developing a new Advisor Workstation designed for use with today’s touch screen devices.

Designed as a touch-first application, the Fusion workstation is optimized for devices such as the iPad, Android, and Microsoft Surface, yet performs equally as well on the current Windows desktop. By adopting the Metro Design Principles, TradePMR has established a balance between the power of a desktop application and the mobile technology utilized by today’s top advisors.

“With Fusion, we are able to draw from many years of productive interaction with advisors and are genuinely excited about incorporating new features and functionally designed to help them better manage their practices,” said Robb Baldwin, President and CEO of TradePMR. “With this new offering we are also addressing the mobile computing needs of both the current generation of advisors and the next” he added.

In Fusion advisors can prepare for client meetings by pinning statements, performance reports, and other documents to their Fusion start page and then seamlessly detach from the network and utilize their portable device when sitting down with clients.

Another key feature is the ability to produce comprehensive Analytics. A graphical dashboard view of asset allocations, top accounts, trading patterns, and other valuable information is available at advisors’ fingertips giving them an overall snapshot of their firm.

TradePMR will release the Windows version of Fusion in Q3 of 2013 followed by the tablet optimized Web version later in the year. Fusion web, targeted for a 2014 release, will provide a natural transition from the current browser-based eCustody platform. In keeping with the company’s value-add business model, Fusion will be available at no additional cost to RIA firms. Additional information on the new platform will be available soon at http://www.tradepmr.com/fusion.

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
352.332.8723 (ext. 105), rdilbone@tradepmr.com

Written by Admin