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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.
Full-service wealth management platform providing a client portal, CRM, portfolio management & digital onboarding.
Platform providing portfolio management, client reporting, billing, CRM, client portal, and secure document management.
Business support system which integrates the software tools and data used by advisors and their teams.
Customizable and comprehensive performance reporting software with client portal.
Blueleaf combines reporting, communication, and automation technologies to create a system that is one of the most powerful, yet simplest to run on the market.
Provider with multiple business lines offering technology, infrastructure, and data to support a broad range of financial services organizations.
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.
Data-fueled ecosystem of services, products, tools, and technologies that gives advisors a powerful, unified perspective of their clients’ finances.
Financial planning software that features a Client Portal and robust planning options for financial advisors.
Full service platform providing billing, performance reporting, rebalance tools and a client portal.
Market information platform offering real time & delayed quotes, market data, and bond trade execution.
Financial planning software that is easy and intuitive, with an optional Client Portal available.
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.
Powerful tools that make options understandable for novice investors while providing the edge experts demand.
Full service platform with an array of products including trading, billing, rehablancing and client portal.
Financial planning software that transforms complexity into clarity with ease, precision and dynamism.
Provider of cyber security, cloud-based technical solutions, compliance assistance, IT management and backup and recovery solutions.
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.
A la carte menu of solutions that meet needs large and small including trading, accounting, rebalancing and portfolio construction and management.
Financial planning platform with estate planning components for financial planning professionals.
“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.