TradePMR Releases Reimagined Fusion Technology Platform
This offering features a streamlined user experience, as well as new basket trading capabilities and an enhanced communication system.
GAINESVILLE and TAMPA, Fla., June 1, 2023 /PRNewswire/ -- TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today at its annual SYNERGY conference that it has launched a new version of its Fusion technology platform. With this launch, Registered Investment Advisers (RIAs) working with TradePMR can now access the provider's top-rated technology1 from desktop, tablet, and mobile devices. The reimagined platform delivers a completely refreshed user experience as well as expanded trading capabilities and a secure Message Center.
Fusion is designed to be the central hub for an advisor's technology workstation. The platform's extensive capabilities include streamlined account opening, account management, simple and advanced trading, fee calculation, client relationship management, and more. With the launch of this enhanced Fusion platform, advisors working with TradePMR can continue delivering exceptional service to their clients, wherever they are.
"RIAs need technology that moves at the speed of their business," said Robb Baldwin, Founder and CEO of TradePMR. "We know that advisors' workdays don't end when they leave the office. Their work follows them wherever they go, and they need to provide clients with excellent service at any time, from anywhere. We're thrilled to bring TradePMR's top-rated technology1 directly to advisor's fingertips."
Alongside the launch of web-based Fusion, TradePMR is rolling out expanded basket trading capabilities, a secure Message Center, as well as an enhanced digital account opening experience:
On top of Fusion's expansive capabilities, the platform also integrates with a wide range of industry leading providers. For more information on Fusion's comprehensive integrations, visit: https://www.tradepmr.com/integrations.
For more information about TradePMR, visit https://www.tradepmr.com/home.
For more information on the SYNERGY23 conference, visit: synergy.tradepmr.com.
Securities are offered through Trade-PMR, Inc.
1 T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments, T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.
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