TradePMR
HQ Address
2511 NW 41st St., Gainesville, FL 32606, United States
Website Address
Business introduction
Don't just breakaway, break ahead
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
Founded on first-hand experience TradePMR’s technology is designed to be exactly what RIAs need because it was developed with the first-hand experiences of its Founder and CEO, Robb Baldwin. Robb, a successful RIA, realized after a difficult custodial merger, that what advisors needed was not only tomorrow’s technology today, but also a broker-dealer uniquely focused on providing extraordinary support and service to advisors.
Instead of building another brokerage firm for individual investors, Robb created a firm solely for RIA’s. With that goal in mind, TradePMR delivered its first RIA workstation in 1998.
TradePMR Solutions
EarnWise
On-the-go access Smart phone and tablet compatibility for on-the-go meetings. Web-based solution that successfully operates on both Mac and PC. EarnWise in action ...
business needs
view solutionFusion
Account management View and search through client accounts in a variety of simple ways including name, tax id, or account number. View details, history and account demographics with a single click. View and manage all aspects of an individual account from one easy and intuitive workstation. Trading Quickly and efficiently trade on an individual......
