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 account basis or on a position basis across multiple accounts. The system offers a variety of trading tools.

Fee calculation
The TradePMR workstation includes a robust fee system that makes it easy to process fees in a timely manner. Firm billings can be calculated quickly and easily in keeping with your preferences, including in advance or arrears, as well as using average daily balance or end-of-period values.

Client relationship management
Manage your client contact information in the same environment where trades, transactions, and other functions are performed. Client contacts are created at the time of account opening, enabling advisors to enter notes, upload documents, schedule tasks, and review account demographics. TradePMR platforms also integrates with a variety of other leading CRM solutions on the market today.

Insight advisor portal
24/7 support is available through TradePMR’s Insight Advisor Portal. Insight gives advisors and their staff videos and step-by-step instructions on virtually every transaction available on our platforms. From contact information to best practices, Insight is an intuitive guide to all things TradePMR and should become an indispensable resource for your practice.