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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.
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.
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.
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.
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.
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.
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:
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.
The Growth Accelerator* program connects you to resources and expertise that can help enhance your practice. It combines professional development offerings with practice management reviews, ongoing one-on-one coaching, best practices and resources to help you fully leverage product and technology platforms.
Consider the Growth Accelerator program if your goals include strengthening client relationships, increasing the efficiency and effectiveness of your practice and accelerating the pace of attracting additional clients.
*Growth Accelerator® is a registered service mark of Wells Fargo & Company and used under license.
Whether you are an existing RIA or breakaway broker, controlling your destiny includes controlling your tech stack. 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.
No two RIA firms are alike. So why would our pricing be? Imagine being able to fight fee compression with flexible pricing from your custodial services provider. At TradePMR, it’s possible.
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. Isn’t it time to take a second look at how your firm’s pricing is being determined?
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CORPORATE
Trade-PMR, Inc.
P.O. Box 358230
Gainesville, FL 32635‑8230
Overnight Delivery
2511 NW 41st St.
Gainesville, FL 32606
TRADEPMR ADVISOR SUPPORT
88-TRADEPMR
(888-723-3767)
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888‑579‑8640
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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
22024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. 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 2020-2024, 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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