Intuitive, Customizable, Innovative

RIA-Focused Technology


Group 829@2x




Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR’s Fusion platform offers tech solutions specifically designed for independent RIAs. Let’s talk about how our top-rated2 custodial services platform can work for you.

Next-Generation Technology

TradePMR’s Fusion advisor workstation enables you to manage virtually every aspect of your practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers. Of equal importance is TradePMR’s commitment to you that when you partner with us, you receive dedicated technology training, onboarding assistance and ongoing personal support.



Witness the power of Fusion on your own time, at your own pace.

Register for an on-demand demo

3 min read
Why the One-Size-Fits-All Approach to Custodial Service Pricing May Not Work for RIAs
2 min read
Making a Custodial Transition? How to Have Effective Client Conversations
3 min read
How TradePMR Balances Automation and Service for RIAs