tradepmr.comTradePMR – Technology, Brokerage, and Custodial Services for RIAs

Advisor Login > Fusion EarnWise Insight Client Login > Services A Seamless Transition Custodial Services Technology Resources Blog About Media Careers Begin the Conversation Select Page For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs) helping to provide the innovative technology tools and support needed to transform their businesses. Seamless Transition At TradePMR, we streamline the transition process in an effort to minimize downtime and enable you to continue serving your clients. Our transition support offerings are fully customizable to fit the unique needs of your practice. White Glove Service Experience, what we believe, is unparalleled personal service every step of the way with TradePMR. Get the resources, training and dedicated support you need to operate efficiently and transform your business. Powerful Technology Unleash our powerful, intuitive technology solutions specifically designed for independent RIAs, featuring cloud-based mobile solutions, dedicated training, and ongoing personal support. Exclusively RIA All we do is support RIAs—without a competing retail division or bank. We focus exclusively on independent financial advisors, which means we can serve your business like it’s our own. How can TradePMR help you transform your business? Begin the Conversation White Glove Service When you call us, there are no call centers or “unusually high call volumes.” Whether you’re a big firm or a small firm, our dedicated Advisor Services team picks up the phone and works diligently to answer your questions and deliver the resources you need to efficiently and profitably grow your business. Our dedication to service begins with working to provide you a seamless transition at the outset and continues with ongoing support and education every step of your journey. Explore Services Next-Generation Technology TradePMR’s Fusion advisor workstation enables you to manage virtually every aspect of your practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers. Of equal importance is TradePMR’s commitment to you that when you partner with us, you receive dedicated technology training, onboarding assistance and ongoing personal support. Explore Technology Going Independent Industry Insights, News, and Resources for Independent RIAs Are You Ready to Answer These 3 Common Questions From Prospects? 0 Comments Perhaps one of the greatest challenges facing financial advisors as they grow their practice is finding new clients. Part of that struggle may very well stem from a lack of client trust in the financial services industry and in financial advisors specifically. In... read more Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them 0 Comments Women in the RIA Space: How to Attract and Recruit More Women to Your Practice and Retain Them (Part 1 of a 2 Part Series on Women in the RIA Space) Cerulli Associates, a global research and consulting firm, reports that women represent nearly 51% of the U.S.... read more Branding 101 for Financial Advisors 0 Comments Learn more about the reality of going independent, how to avoid common mistakes, and what you need to succeed as an RIA. read more How can TradePMR help you transform your business? Begin the Conversation Corporate Trade-PMR, Inc. P.O. Box 358230 Gainesville, FL 32635‑8230 Overnight Delivery 2511 NW 41st St. Gainesville, FL 32606 Press Releases > Contact 88-TRADEPMR (888-723-3767) Business Development 888‑579‑8640 Employment > Media > Connect Going Independent Blog Facebook Twitter LinkedIn Get There Synergy 2020 Conference for Independent RIAs Forms & Documents Privacy Policy Business Continuity Plan Clearing & Execution Services Options Disclosure BROKERCHECK Copyright 2018, 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. Market volatility, volume, and system availability may impact account access and trade execution. By accessing this website you agree to the Trade-PMR, Inc. terms of use....