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At TradePMR, our philosophy is simple – provide the best customer service and technology to help your business thrive.
We believe in having a choice for a better custodial service. One whose team knows you on a first-name basis. A custodial services provider with award-winning service3 and technology2 to deliver what you need, when you need it. Most of all, we believe in providing a custodial service that understands your business and supports your success like it’s our own, putting you and your clients first. We were designed for you.
“20 people who will change wealth management”
CEO AND FOUNDER, ROBB BALDWIN FINANCIAL PLANNING MAGAZINE1
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
“2019 excellence in customer service award”
BUSINESS INTELLIGENCE GROUP3
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
“Number one rated custodial platform in advisor satisfaction – '19, '21 and '22”
2022 T3/INSIDE INFORMATION SURVEY, 2021 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY, AND 2019 T3 SOFTWARE SURVEY2
2T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.