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A Seamless Transition for Your Firm*

*We know that migrating a book of business can be one of the most daunting tasks facing any financial advisor. Whether you’re making the move to independence or considering a new custodial service provider for your existing RIA, TradePMR works hard to make the process as simple as possible for your firm with minimal impact to your clients.  

 

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Your AI Easy Button for an Efficient Transition

Introducing Fusion SYNC: A new AI-powered tool designed to streamline the transition of a financial advisor's book of business with efficient data transfer and account population that is designed to take days, not weeks.

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Get ready to experience VIP service.

 
 
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Tools to Accommodate Your Firm's Growth

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TradePMR’s apollo is designed to help RIAs reach a higher level of running, growing, and ultimately transitioning a business by leaning into the human side of financial advice. Using a combination of AI-technology and behavioral science, apollo can serve as a conversation starter to help advisors engage with clients, their family members, and new prospects at a deeper level. Advisors can use apollo to deliver unique insights and personalized content about a client’s goals, values and biases towards money.

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ASSET-BACKED LENDING AND CREDIT

When used prudently, borrowing against securities can be an alternative to other credit products and can be used to meet a wide variety of liquidity and capital needs. TradePMR's Priority Credit Lines are flexible solutions that help advisors and their clients close the gap when in need, including: 

  • Unplanned expenses  
  • Real estate  
  • Debt consolidation  
  • Education expenses 
  • Business financing 

At TradePMR, we work to offer competitive industry rates for this alternative line of credit. Advisors with TradePMR have no set-up, inactivity or cancellation fees, and no underwriting is required. 

TECHNOLOGY TOOLS TO ENABLE GROWTH

Whether you are an existing RIA or a breakaway broker, controlling your destiny includes controlling your technology. Advisors can build the foundation of their modern tech stack utilizing TradePMR’s suite of comprehensive APIs to securely share data across your CRM, portfolio rebalancing software and much, much more. Our Fusion platform earned the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score5.

CUSTOMIZED PRICING

TradePMR believes no two RIA firms are alike, and that each deserves pricing that is as unique as they are. We examine each firm based on how they run their business to deliver a fully customized and tailored pricing proposal that considers what makes your firm and services stand out, including, trading activity, fund mix and tech stack.

It didn’t make sense for us to sit and wait for the right time – there will always be reasons to hold off, but we felt the benefits of switching were too significant to ignore.”

Marc Horner,
Fairhaven Wealth Management

Find out how you can access tools that could have a big impact on your firm's growth.

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Knowledge Base

3 min read

To Keep Growing an RIA, Successful Advisors Don’t Have to Go It Alone

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How Personalized Communication Could Be Key to Unlocking Growth Across Generations

4 min read

How to Use Time Strategically to Build a Better Business

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