2 min read
Take a Tour of Fusion: the Custodial Platform Advisors Apparently Really Like
By TradePMR on Apr 1, 2021 1:13:38 PM
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
By Cris Frankel on Mar 29, 2021 5:26:38 PM
Topics: TradePMR RIA technology RIAs
4 min read
TradePMR Earns Highest Satisfaction Score for Custodial Platform 2021
By TradePMR on Mar 23, 2021 10:00:10 AM
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
By TradePMR on Nov 10, 2020 8:00:00 AM
Topics: Press Release
3 min read
TradePMR Doubles Down on Growth Plan, Announces Expansion in Tampa
By TradePMR on May 12, 2020 7:30:19 AM
Topics: Press Release
3 min read
TradePMR Rolls Out Refined Trading Tools on Fusion
By TradePMR on Mar 11, 2020 8:57:41 AM
1 min read
Baldwin One of “20 People Who Will Change Wealth Management in 2020”
By TradePMR on Dec 19, 2019 3:02:11 PM
1 min read
TradePMR, Swamp Head Brewery Team Up to Raise Funds for Humane Society
By TradePMR on Sep 12, 2019 5:08:35 PM
4 min read
TradePMR Named Industry Awards Finalist by Wealth Management
By TradePMR on Aug 6, 2019 8:00:56 AM