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RIA Growth & Technology

 

WE BELIEVE TRADEPMR OFFERS RIA GROWTH SUPPORT ADVISORS NEED TO THRIVE.

 

Helping RIAs grow their business is our top priority. We are TradePMR, a growth-minded, service-oriented custodial service provider built by RIAs for RIAs. Since 1998, taking excellent care of your firm has been the cornerstone of our business.

Thousands of advisors have made the switch and experienced our award-winning level of customer service3 and top rated custodial service platform.2 Whether you are looking to add an additional custodial services provider or make the switch to a new one, TradePMR offers advisors access to dedicated team members, so when you need help, you know exactly who to call.

 

 

Ready to talk? Call 352-646-3775 Current Fusion Users, please call 888-723-3767 for support.

Ready to learn how TradePMR's Financial Advisor Support Services could help your firm grow?

We're TradePMR. But you can call us Rob, Susan, Curt ...

As an RIA, when you have a question, you deserve an answer. You don’t have time to wait on a long hold queue or navigate endless phone menus – you need direct access to people who can help you. At TradePMR, we offer just that.

No dealing with a different person each and every time you need support.

We are invested in every one of your requests, and only connect you with qualified and experienced team members who are empowered to address your requests and support your business. That’s one of the reasons we’ve been named the top-rated Custodial Platform in Advisor Satisfaction three out of the last four years.2

“#1 rated custodial platform in advisor satisfaction”

2024 T3/INSIDE INFORMATION ADVISOR SOFTWARE SURVEY, TECHNOLOGY AND TOOLS FOR TODAY2

22024 T3/Inside Information Advisor Software Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

Schedule a Live Demo with TradePMR

“20 people who will change
wealth management”

CEO AND FOUNDER, ROBB BALDWIN1

 1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

“2019 excellence in customer service award”

BUSINESS INTELLIGENCE GROUP3

 3 Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

 

“RIAs should take note – TradePMR has built one of the better RIA platforms.”

– Joel Bruckenstein5

Founder of T3 Technology Tools for Today

See how TradePMR can help you
transform your business with our RIA Support Services.

 

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    Sources and Disclosures
    1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
    2 2024 T3/Inside Information Advisor Software Survey, Technology and Tools for Today, January 25, 2024, T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments,  T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
    ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
    4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019
    5TradePMR and Joel Bruckenstein (T3 Technology) are not affiliates. Securities offered through
    TradePMR. Joel Bruckenstein received no compensation for his endorsement of TradePMR.

    Copyright 2023-2024, 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.
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