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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.
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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.
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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.
RightSize Solutions
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.
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Gainesville, FL 32635‑8230
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2511 NW 41st St.
Gainesville, FL 32606
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(888-723-3767)
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Sources and Disclosures
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
² T3/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.
³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
Copyright 2020-2023, Trade-PMR, Inc.
Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
Market volatility, volume, and system availability may impact account access and trade execution.
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