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Aug 06, 2019, 13:45 ET TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com

TradePMR, a technology and custodial services provider dedicated to serving registered investment advisors (RIAs), has been recognized as a finalist...


May 10, 2019, 07:00 ET TradePMR Named a Winner of 2019 Excellence in Customer Service

TradePMR, a technology and custodial services provider, has been named a winner of the 2019 Excellence in Customer Service Award presented by...


Apr 23, 2019, 07:00 ET TradePMR Launches Augmented Reality Technology for Advisor Recruitment

TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology,...


Mar 05, 2019, 07:00 ET TradePMR Named One of the Best Places to Work in Financial Technology in 2019

TradePMR, a technology and custodial services provider, has earned another accolade in 2019. Today, the firm announced they have earned a spot among...


Feb 19, 2019, 07:00 ET TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey

TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more...


Jan 23, 2019, 07:00 ET TradePMR Mentors CFP Students and Student Tech Talent With 'Big Reveal' Slated for Jan. 31, 2019

TradePMR, a brokerage and custodian services provider, is supporting a team of four University of South Florida students at this year's T3 Technology ...


Dec 19, 2018, 07:00 ET TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'

When TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), announced their plans earlier...


Sep 05, 2018, 07:00 ET TradePMR to Host Fourth Annual Oktoberfest Celebration

TradePMR, a custodial services provider dedicated to serving registered investment advisors (RIAs), will host its fourth annual Oktoberfest...


Jun 21, 2018, 07:00 ET TradePMR Named Finalist in Financial Services Awards Competition

TradePMR, a custodial services provider dedicated to serving registered investment advisors (RIAs), has been named a finalist in the 2018...


May 30, 2018, 07:00 ET TradePMR Announces Initiative to Celebrate 20th Anniversary, Foster Charitable Giving

TradePMR, a custodial and brokerage-services provider dedicated to serving registered investment advisors (RIAs), today announced plans for their...


May 15, 2018, 07:00 ET TradePMR Rolls Out Technology Updates Ahead of Annual Synergy Conference

TradePMR, a custodial-services provider to registered investment advisors (RIAs), has announced updates to their award-winning1 Fusion platform and...


Apr 27, 2018, 07:00 ET TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego

TradePMR will gather successful registered investment advisors (RIAs) from across the country to celebrate the firm's 20th anniversary at their...


May 04, 2017, 15:50 ET TradePMR to Integrate FinMason's Risk Tolerance Process and Analytics Into Advisor Workstations

TradePMR today announced at the 2017 Synergy Conference, an annual gathering for independent registered investment advisors (RIAs), its plan to...


Apr 25, 2017, 08:00 ET TradePMR Announces Keynote Speaker, Agenda for 2017 Synergy Conference in Miami

TradePMR released today its agenda and lineup of speakers for the 2017 Synergy conference, an annual gathering for independent registered investment...


May 25, 2016, 04:00 ET TradePMR Introduces EarnWise

TradePMR introduced EarnWise, the firm's new web-based technology platform, at its annual Synergy Conference in Palm Beach, FL. Building on the...