A Seamless Transition

Migrating your customers to a new custodial service provider sounds like a big task – and it is – but at TradePMR, we work hard to make the process as simple for your firm as possible, all while working to mitigate the impact on your customers. 

• Digital Customer Onboarding

  Advisors work hard to attract new customers.Through TradePMR’s enhanced digital onboarding process, advisors can seamlessly convert prospects into customers with just a few critical pieces of data. Through a paperless process, advisors create reserved account numbers and partially completed forms to kick off a series of onboarding activities directly in Fusion, all while collaborating with the customer via Docusign.

• Tailored Transition Process

  Transitioning assets can be a complicated process, but it doesn't need to be. Our dedicated team of transition specialists works hand-and-hand with your team to coordinate the heavy lifting required to transition your back office. The team develops a personalized timeline and process that consider all things from opening an office to customer approvals. Each transition is completed with Fusion training to ensure your firm is up and running from day one.

• One-on-One Advisor Support

  Our Advisor Services team is there to help you navigate complex problems and deliver custom solutions for situations outside the normal day-to-day. No call center. Just one-on-one support so that you can keep focused on your customers and your business. Our Advisor Services team acts as a one-stop-shop so that you can quickly find solutions, technology training, and excellent service advisors to keep your business moving forward.

• Sophisticated Trading Services

  Our Trading department aids advisors in assembling customized portfolios for their customers. Through their day-to-day conversations, they are on the front line to respond to advisor questions about executing trades and leveraging Fusion's latest enhancements best. This team at TradePMR helps advisors with day-to-day trading operations from strategy rebalancing to systematic trading and options hedge – this team can help your firm get the most out of Fusions evolving trading features.

• Dedicated Operations

  Whether your firm is just getting started or you need a little extra help to close out a task, our reliable operations team members provide ongoing assistance throughout your relationship with TradePMR. Our committed teams from Transfers, Cashiering, and New Accounts help advisors navigate back-office operations complexities. Each team is well versed and ready to help your firm drive results with reliable support.