2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
Why should financial advisors care that TradePMR's Fusion platform ranked number one in advisor satisfaction among some of the most popular custodial platforms in the 2021 T3/Inside Information Advisor Software Survey?1 Simple – because your peers ...
Topics: Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo Technology Fusion Demo
14 min read
What I Have Learned from Speaking with Hundreds of RIAs Looking for a New Custodian
Here's a Hint – You are not alone; almost everyone has the same questions.
Topics: TradePMR RIA technology RIAs
4 min read
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
Financial advisors return the firm's Fusion platform to the top of the ranks for the second time. Gainesville, Fla. – March 23, 2021 – TradePMR, a technology and custodial services provider for RIAs, received the highest average advisor satisfaction ...
Topics: Press Release Technology Demo Best Financial Advisor Technology RIA technology FinTech WealthTech Robb Baldwin Joel Bruckenstein Bob Veres Fusion Register for On-Demand Fusion Demo
4 min read
TradePMR Adds Adhesion Wealth® to Fusion Platform
Adhesion Wealth® (Adhesion), a Vestmark company, and TradePMR today announced the outsourced investment management solution is now available to registered investment adviser (RIA) customers utilizing TradePMR’s Fusion platform.
Topics: Press Release
3 min read
TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
TradePMR, a technology and custodial services provider that works exclusively with Registered Investment Advisors, is expanding. The firm has announced the opening of an operations center in Tampa, Fla. The new location will house a variety of ...
Topics: Press Release
3 min read
TradePMR Rolls Out Refined Trading Tools on Fusion
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
1 min read
Baldwin One of “20 People Who Will Change Wealth Management in 2020”
Robb Baldwin, founder and CEO of TradePMR, has been recognized in conjunction with John Peluso, head of First Clearing, for their efforts to launch an RIA channel within a wirehouse. The magazine cites,
1 min read
TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society
TradePMR to match dollar-for-dollar on wristband sales up to $1000.
4 min read
TradePMR Named Industry Awards Finalist by Wealth Management
Momentum continues in 2019: The technology and custodial services provider named to CIO Review’s 50 Most Promising FinTech Solutions Providers of 2019.1
