March 4, 2025

Syntax Data and TradePMR Collaborate to Provide Financial Advisors with Index and Portfolio Development Capabilities

Syntax Data, a leading provider of direct indexing technology, announced at the 2025 T3 Technology Tools for Today Advisor Conference in Dallas, a collaboration with TradePMR, […]
November 19, 2024

Robinhood to Acquire TradePMR

Robinhood Markets, Inc. has entered into an agreement to acquire TradePMR, a custodial and portfolio management platform for Registered Investment Advisors (RIAs). With over 25 years […]
October 7, 2024

TradePMR Enhances New Account Opening Capabilities

As independent advisors continue to add new clients and grow share of wallet, automated custodial solution helps streamline onboarding processes TradePMR, a technology and custodial services […]
August 20, 2024

TradePMR Adds Four Industry Veterans

TradePMR announced the additions of four industry veterans to its already robust technology team. The strategic new hires come aboard at a pivotal time to support […]
July 17, 2024

TradePMR and Advyzon Announce Enhancements to Integration

Continuing its ongoing platform innovation in support of independent advisors, TradePMR today announced several enhancements to its integration with Advyzon, the comprehensive wealth management technology and investment management platform […]
May 14, 2024

TradePMR Signs Top Technologist Jon Patullo

By Joel Bruckenstein, CFP RIA custodian TradePMR has scored a major coup, signing industry veteran Jon Patullo on as Chief Product Officer. Patullo brings a unique […]
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 […]