SEE WHAT MAKES FUSION THE 

#1 Rated Custodial Platform 

In Advisor Satisfaction2 – 2019, 2021, 2022 & 2024

 

EXPERIENCE THE FUSION PLATFORM     

Schedule a live Fusion RIA tech demo

Top Benefits of Old-School Service with
New-School RIA Technology. 

And why working with TradePMR might be a better fit for your firm.

dedicated team

DEDICATED TEAM

When RIAs Ask, TradePMR Answers: No call centers or long waits on hold – TradePMR team members are easily accessible, understand the RIA model, and are empowered to help. 

dedicated service

FLEXIBLE PRICING

Does it seem like RIA custodians are raising fees without adding value? TradePMR offers a flexible approach to pricing designed to fit RIAs’ unique businesses.  

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NO RETAIL OFFERING

TradePMR has no retail offering and does not compete with advisors for their customers. Isn't it time you work with a custodial service provider that only serves RIAs?

 

Ready to talk about RIA tech?