TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

TradePMR to Integrate FinMason’s Risk Tolerance Process and Analytics into Advisor Workstations

TradePMR announced at its 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs) which this year was held May 3-5 at the Eden Roc / Nobu Hotel in Miami Beach, its plan to integrate two FinMason products into its highly-regarded advisor desktop workstation, Fusion, and their new mobile-friendly platform, EarnWise.

TradePMR will become one of the industry’s first custodial services platforms to integrate with FinMason’s FinRiver, a suite of lightning-fast APIs that give Fusion and EarnWise clients access to institutional-grade investment analytics on virtually every publicly traded investment available. TradePMR will also integrate directly into their advisor workstations FinMason’s FinScore Pro risk tolerance process.

“Staying on the cutting edge of custodial services means bringing the best solutions to our clients,” said Robb Baldwin, founder and CEO of TradePMR. “FinMason not only has what we believe to be best-in-breed products, they are easy to integrate into our process so we can provide a seamless and intuitive workflow for our clients.”


In 2016, TradePMR introduced its next-generation workstation, EarnWise, which incorporates robo-functionality for advisors seeking to serve digital and traditional clients. EarnWise allows advisors to put account opening and electronic portfolio selection at the client’s fingertips without compromising any of the trust built on the strong foundation of Fusion, TradePMR’s award-winning advisor workstation. Attendees at the Synergy Conference were able to lock in “for life” a deeply discounted monthly subscription fee. The set up fee for these early adopters is just $295.

“For the past 20 years, advisors on the TradePMR have learned that TradePMR is willing to go above and beyond to provide technology tools and custodial support that gives advisors an edge in delivering best-of-class service,” said Kendrick Wakeman, CFA, CEO and founder of FinMason. “We are thrilled to be collaborating with TradePMR as they continue innovating and evolving their impressive and robust advisor workstation.”

“As the advisor landscape changes, we are committed to helping our clients adapt by bringing them the technology and service it takes to win. And, these days, winning means increasing a client’s understanding of the value of advice instead of having to just rely on the ‘trust me’ approach,” Baldwin said.


For nearly two decades, TradePMR has addressed the technology and support demands of financial advisors with solutions that are easy to implement and user friendly. The privately held introducing brokerage firm (Member FINRA/SIPC), founded and located in Gainesville, Florida, has maintained a singular focus of providing brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients. The firm delivers an integrated cloud-based workstation that enables RIAs to efficiently run their practices and be more effective. More information is available at Follow TradePMR on TwitterFacebookGoogle+ and LinkedIn.


FinMason is a Boston-based financial technology and investment analytics firm dedicated to providing tools that help financial advisors and their clients move forward with confidence. FinMason’s cutting-edge platform analyzes millions of global investments and delivers institutional-grade analytics at scale via three core products: FinRiverTM provides financial technology platforms with robust analytics and proprietary data sets via lightning-fast APIs; FinScore ProTM provides financial advisors with a quick, intuitive and uncomplicated risk assessment tool that systematically develops a mutually understandable, bright-line agreement on risk from each client and prospect; and FinScopeTM provides compliance teams with a way to screen through each client portfolio every night with robust analytics to detect problems before they become problems. For more information, visit or follow @finmasoninc on Twitter.

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