January 24, 2024

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor satisfaction rating from 2,917 financial advisors for its Fusion […]
June 5, 2023

TradePMR Launches Advisor Evolution Sciences for Financial Advisors

The curated program delivers knowledge, skills, and insights from recognized thought leaders to registered investment advisors working with TradePMR. TradePMR, a technology and custodial services provider […]
June 5, 2023

TradePMR Releases Reimagined Fusion Technology Platform

Featuring a streamlined user experience, new basket trading capabilities and an enhanced communication system. TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), […]
May 16, 2023

Advyzon and TradePMR Launch Expanded Integration to Enhance Connectivity Between the Top-Rated RIA Platforms

TradePMR, a technology and custodial services provider for registered investment advisers (RIAs), announced an expanded technology integration with Advyzon, an all-in-one, cloud-based financial advisor technology platform. The integration is […]
April 22, 2022

TradePMR Issues Warning to RIAs in New White Paper: Its Time to Understand Ownership of Client Data

Written by Joel Bruckenstein, Technology Tools for Today, and John O’Connell, Oasis Group, the duo asks financial advisors one question – do you own your client […]
March 12, 2020

TradePMR Rolls Out Refined Trading Tools on Custodial Platform Fusion

Registered Investment Advisors seeking alpha now have access to modern trading tools that enable an advisor to quickly streamline an advisor’s day-to-day operations. TradePMR, a technology […]
December 26, 2019

T3 Student Competition 2020 Promises to Delight and Surprise

Once again, in 2020, for the third year in a row, CFP programs around the country will compete for dominance in RIA technology development. The annual […]
May 14, 2019

TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by Business Intelligence Group. TradePMR was one […]
April 26, 2019

TradePMR Launches Augmented Reality Technology For Advisor Recruitment

TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, […]
January 29, 2019

Wells Fargo’s New RIA Option Unveiled at T3 Advisor Conference, TradePMR and First Clearing Present at T3 to Discuss

Today at the 2019 T3 Advisor Conference, Wells Fargo Advisors announced a new service aimed at supporting advisors who want to become fee-only Registered Investment Advisors […]