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Press Release
Mar 11, 2020
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial Platform Fusion
New integration with Flyer available to automate trading with third-party portfolio management and rebalancing platforms.
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Press Release
Nov 6, 2019
Mattern Wealth Management to Deliver Personalized, Fee-Only Financial Services as SEC Registered Investment Advisor
Veteran advisor David Mattern leads new Kansas-based firm with focus on clients first, delivering clear, comprehensive knowledge.
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Press Release
Sep 17, 2019
The Berry Group Launches in Worcester to Deliver Personalized, Fee-Only Financial Planning as Registered Investment Advisors
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Press Release
Aug 6, 2019
TradePMR Recognized for '20-for-20 Initiative,' Named Industry Awards Finalist by WealthManagement.com
Momentum continues in 2019: The technology and custodial services provider named to CIO Review's 50 Most Promising FinTech Solutions Providers of 2019.(1)
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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
Mar 5, 2019
TradePMR Named One of the Best Places to Work in Financial Technology in 2019
Employees and judges agree: TradePMR has a great culture.
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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
Jan 23, 2019
TradePMR Mentors CFP Students and Student Tech Talent With 'Big Reveal' Slated for Jan. 31, 2019
The custodial services provider sponsors team from University of South Florida in annual T3 Conference competition
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Press Release
Dec 19, 2018
TradePMR Completes 20th Anniversary Charitable '20-for-20 Initiative'
The company celebrates milestone by organizing and participating in 20 service projects throughout 2018 and exceeds expectations
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Press Release
Sep 5, 2018
TradePMR to Host Fourth Annual Oktoberfest Celebration
The event is part of the Gainesville, Florida-based company's 20-for-20 Initiative to benefit the community
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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 30, 2018
TradePMR Announces Initiative to Celebrate 20th Anniversary, Foster Charitable Giving
The custodial services provider also announces 2019 Synergy Conference dates and location
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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
Apr 27, 2018
TradePMR to Gather Growth-Minded Financial Advisors for May 2018 Synergy Conference in San Diego
Three-day conference agenda celebrates 20 years of providing technology, tools and custodial support to drive strategic growth for RIAs
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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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Press Release
Dec 17, 2010
TradePMR, Inc Expanding into San Francisco Bay Area
Trade PMR are expanding their brokerage, financial investment company across the United States; this is solidified by the move of Frederick A. Van Den Abbeel to the San Francisco Bay area to establish a new business development office.
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