TradePMR and AdvisoryWorld Partner to Automate and Streamline Financial Advisors’ Workflows

TradePMR and AdvisoryWorld Partner to Automate and Streamline Financial Advisors’ Workflows

TradePMR, an Introducing Brokerage Firm that provides brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients, today announced their partnership with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry. Through the partnership, TradePMR advisors will now have immediate access to AdvisoryWorld’s Portfolio and Investment Fact Sheets via the TradePMR Fusion Advisor Workstation. Additionally, Trade PMR is extending a month-long free trial offer of these AdvisoryWorld Reports on Demand to current advisors beginning on March 16, 2016 and ending on April 16, 2016.

“The AdvisoryWorld integration provides our advisors with a compelling analytics and reporting resource within the Fusion environment,” said TradePMR CEO Robb Baldwin. “We believe this kind of quality integration with a proven partner like AdvisoryWorld enhances our offering and helps advisors serve their clients and grow their businesses.”

David Littlejohn, Principal at Littlejohn Financial Services and an independent financial advisor client at TradePMR adds, “As far as research and modeling goes, AdvisoryWorld is great. Not only do they have the right tools for the job but also they make us look great in front of our clients by allowing us to customize their reports.”

Now with access to the AdvisoryWorld Reports on Demand, TradePMR advisors can generate client-facing, Portfolio and Investment Fact Sheets by clicking on any account number or ticker/CUSIP in the Fusion Advisor Workstation. For advisors looking for more detailed, comparative analytics and reports, the Fusion Advisor Workstation is also integrated with AdvisoryWorld’s SCANalytics. The SCANalytics app performs industry leading investment and portfolio analysis with which advisors can assess diversification and performance based statistics including investment overlap, max. drawdown, and up and down market capture. Further, users of SCANalytics can compare current assets vs. suggested model allocations using a highly customizable proposal report. The Advisor Proposal Generator allows you to enter prospect information, establish a risk profile, review existing accounts, compare proposed accounts and generate proposal documents and investment policy statements among several other FINRA reviewed reports.”

“We’ve admired TradePMR’s Fusion Advisor Workstation since its launch in 2013 and are honored to be a part of it today,” said Michael Wilson, President and COO of AdvisoryWorld. “We share TradePMR’s commitment to innovation for the benefit of financial advisors and their clients and look forward to reaching even more advisors through this partnership.”

TradePMR and AdvisoryWorld are hosting a webinar on March 16, 2016 at 4:30pm EDT to kick off their partnership and free trial. To register, please click here.

About TradePMR
TradePMR combines innovative technology with brokerage and custodial support and services to provide independent financial advisors with the tools they need to effectively manage their businesses. TradePMR’s technology is wrapped in a premium support model designed to give advisors a comprehensive solution that complements their unique business needs.

About AdvisoryWorld
AdvisoryWorld is the leading provider of investment analytics, portfolio modeling, and proposal generation technology for the financial services industry. Their technology tools are fully customizable, are delivered via off-the-shelf web applications, API, and Professional Services, and are integrated with portfolio management, financial planning, CRM and custodial platforms allowing advisors to incorporate this leading research analytics technology into their existing workflows seamlessly. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 30,000 investment professionals nationwide. For more information, please visit

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