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Press Release
May 10, 2019
TradePMR Named a Winner of 2019 Excellence in Customer Service
The technology and custody services provider recognized for 'white glove' approach to service and responsiveness to financial advisor requests
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Press Release
Apr 23, 2019
TradePMR Launches Augmented Reality Technology for Advisor Recruitment
The technology and custodial services provider announces dates, speakers for annual advisor conference Synergy
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Press Release
Feb 19, 2019
TradePMR Earns Top Marks for Custody Platform Satisfaction in 2019 Software Survey
Fusion technology received numerous updates in 2018, advisor requests continue to drive roadmap.
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Press Release
Jun 21, 2018
TradePMR Named Finalist in Financial Services Awards Competition
The custodial services provider earns nod for the rollout of Earnwise platform
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Press Release
May 15, 2018
TradePMR Rolls Out Technology Updates Ahead of Annual Synergy Conference
The custodial-services provider updates Fusion and new mobile-first platform Earnwise to help financial advisors keep portfolios in check
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Press Release
Aug 23, 2017
TradePMR Expands Leadership Team, Adds Chief Technology Officer
Steve Durko brings nearly 20 years of experience to new role for the rapidly expanding custodial services company.
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Press Release
May 4, 2017
TradePMR to Integrate FinMason's Risk Tolerance Process and Analytics Into Advisor Workstations
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Press Release
Apr 25, 2017
TradePMR Announces Keynote Speaker, Agenda for 2017 Synergy Conference in Miami
Annual gathering will focus on delivering the tools advisors need to succeed, the evolution of TradePMR's next generation platform EarnWise
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