It Starts with You
We provide white glove support to our clients to help you grow your business.
Robb built TradePMR – a custodial service specifically for RIAs – using powerful technology designed to meet their unique needs and give them the attention they deserve.
We provide white glove support to our clients to help you grow your business.
Our Fusion platform offers tech solutions specifically designed for independent RIAs.
We believe in providing a custodial service that understands your business and supports your success like it’s our own.
From day one, our team of specialists serves as your single point of contact to guide you through the process of learning a new platform, onboarding new clients and much more.
We improve existing technology and develop new technology to provide state-of-the-art products and services to advisors.
At TradePMR, our philosophy is simple. Provide the best customer service and technology to help your business thrive.
"With over thirty-five years in the financial services industry, I can honestly say the service our practice receives from TradePMR is above and beyond."
"Particularly love your Fusion Technology. I think the key here is that you’ve built this in-house and can iterate quickly."
"Frankly, I was not looking forward to what’s involved in switching custodians. But your team facilitated the entire process and made it a seamless transition."
3 min read
3 min read
4 min read
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)
Business Development
888‑579‑8640
JOIN OUR TEAM
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
5 EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.
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.
By accessing this website, you agree to TradePMR’s Terms of Disclosure , and Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.