TradePMR
HQ Address
13945 Evergreen Ave., Clearwater, FL 33762, United States
Website Address
Business introduction
Offering RIAs Excellent Service
We're TradePMR, and we believe independent financial advisors deserve more from their custodian
The custodial service that’s RIA focused
TradePMR’s Founder and CEO Robb Baldwin was a successful RIA (like yourself) but realized after a difficult custodial merger that most advisors weren’t getting the support they needed.
Robb built TradePMR – a custodial service specifically for RIAs – using powerful technology designed to meet their unique needs and give them the attention they deserve.
TradePMR Solutions
Fusion
Next-generation RIA 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, earning the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score. Of equal importance......
business needs
view solutionTradePMR Banking Solution
Unified custody and banking for growth-focused RIAs With TradePMR's Fully Integrated Banking Solutions, advisors can now transform their clients' brokerage accounts into a powerful all-in-one hub, for both their investing and everyday financial needs. Expand your value with clients A seamless cash management experience for clients’ banking and brokerage needs, along with credit......
business needs
- Business Process Management & Outsourcing
- Client Engagement & Management
- Portfolio & Wealth Management Systems
TradePMR Custodial Services
We believe in having a choice for a better custodial service. One whose team knows you on a first-name basis. A custodial services provider with award-winning service and technology to deliver what you need, when you need it. Most of all, we believe in providing a custodial service that understands......
business needs
- Business Process Management & Outsourcing
- Portfolio & Wealth Management Systems
- Trading & Back Office
