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From Account Open to Holding - We've Got You Covered on Alts

Access to alternative investment options—provided by industry leaders and delivered with TradePMR's signature white-glove service.

The Fusion Alternative Investments Solution

Hosted in Fusion, our solution provides access to a marketplace of alternative investments and custodial support. Advisors can set up new accounts, transfer holdings, and support clients in a single, centralized hub.
Learn more about alternative investment options at TradePMR.

Choose from a range of options:

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Interval Funds
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Private Equity
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Real Estate
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Hedge Funds
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Private Credit
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And more

Alts Support At Every Step

Combining the experience of market leaders in alts with the one-on-one service you expect from TradePMR, our solution can help advisors spend more time with clients and less with paperwork and research.

Supported by Industry Leaders

TradePMR offers streamlined access to a broad universe of alternative investments supported by industry leader iCapital and passive custody provided by Inspira Financial.
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  • Digital gateway to leading alternative investments 
  • Backed by comprehensive due diligence and efficient workflows 
  • Intuitive access to private equity, credit, hedge funds, and more
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  • Custodian for alternative investments
  • Supports trade clearance, settlement, and reporting
  • Enables seamless management of qualified and non-qualified client accounts

Built for Modern Advisors

Access to alternatives from a centralized hub in Fusion, designed for RIAs who want:
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Simpler workflows and
due diligence support
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Consolidated reporting and
client transparency
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White-glove service to help
simplify alt integration

You bring the expertise. We bring the service and platform to back it up.

About TradePMR

For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses.

Sources and Disclosures

Inspira Financial, iCapital, and TradePMR are unaffiliated companies. Although Inspira Financial and iCapital are available without a subscription fee through the Fusion platform, other fees may apply. Please contact iCapital and Inspira to review pricing and terms and conditions.

Inspira Financial Trust, LLC and its affiliates perform the duties of a directed custodian and/or an administrator of consumer-directed benefits and, as such, do not provide due diligence to third parties on prospective investments, platforms, sponsors, or service providers, and do not offer or sell investments or provide investment, tax, or legal advice. Inspira and Inspira Financial are trademarks of Inspira Financial Trust, LLC.

The lack of liquidity for alternative investments is an important consideration for advisors with regard to client suitability and additional risks, including performance downside and complete loss of the investment amount. These investments may include, but are not limited to; hedge funds, REITs, Business Development Companies (BDCs), managed futures, direct participation programs (DPPs), Limited Partnerships (LPs), promissory notes, and private stock.

Copyright 2025, 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.

TradePMR, Inc. is a subsidiary of Robinhood Markets, Inc.

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