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TradePMR leverages integrations and partnership options with a wide variety of industry leading vendors. Below is a quick guide to how their offerings interact with TradePMR and the Fusion platform. Don’t see your favorite integration below? Not a problem, let’s talk.
For informational purposes only. Information available on this is subject to change at any time without notice.
Advisors are responsible for evaluating, selecting and purchasing products offered by third-party vendors. Not an endorsement of product or services of vendors listed.
The companies listed as integrations are not affiliates of TradePMR. Securities are offered through TradePMR.
Comprehensive support for RIA compliance solutions Provider offering a range of financial services and advice to individuals, corporations, institutions and municipalities, including wealth management, trust services, fixed income capital markets, and more.
Morningstar Report, Morningstar Screeners, and the Portfolio Snapshot report. Morningstar QuoteSpeed rounds out this powerful collection of resources designed to give advisors the industry leading tools they need to be more successful.
Fixed income market-maker, specializing in high yield and investment grade corporate bonds, municipal bonds, institutional preferred securities ($1000 par), emerging market bonds, and non-agency mortgage-backed securities.
“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.