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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.
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.
“20 people who will change wealth management”
CEO AND FOUNDER, ROBB BALDWIN FINANCIAL PLANNING MAGAZINE1
1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
“2019 excellence in customer service award”
BUSINESS INTELLIGENCE GROUP3
3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
“Number one rated custodial platform in advisor satisfaction – '19, '21 and '22”
2022 T3/INSIDE INFORMATION SURVEY, 2021 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY, AND 2019 T3 SOFTWARE SURVEY2
2T3/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.