Rated Custody Platform in Advisory Satisfaction (2019 T3 Software Survey)2
"Excellence in Customer Service Award" Winner (Business Intelligence Group)3
"Top 50 Most Promising FinTech Solutions Providers of 2019" (CIO Review)4
Founder and CEO Robb Baldwin named "20 People who will Change Wealth Management in 2020" (Financial Planning Magazine)1
Phone: 88-TRADEPMR (888-723-3767)
It is our top priority to ensure the health and safety of every employee. We offer flexible in-office and Work From Home schedules. For potential new hires, interviews are conducted safely via video conferencing.