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    DOJ Approved the Big Merger

    Talk to us about your opportunity of a lifetime.

    Excellent customer service makes all the difference.

    Our founder was in a similar situation with his custodian years ago. After a problematic merger, he decided to start a firm dedicated to providing exceptional customer care.

    We are TradePMR, a firm built by advisors for advisors. We’ll get to know you by name with personalized customer service and provide award-winning technology2 designed to help you grow.

    Thousands of advisors have already put TradePMR to work for them. Let us show you how we can help you and your clients thrive.

     

     

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    Earning your business every single day

    #1

    Rated Custody Platform in Advisory Satisfaction (2019 T3 Software Survey)2

    2019

    "Excellence in Customer Service Award" Winner (Business Intelligence Group)3

    50

    "Top 50 Most Promising FinTech Solutions Providers of 2019" (CIO Review)4

    20

    Founder and CEO Robb Baldwin named "20 People who will Change Wealth Management in 2020" (Financial Planning Magazine)1

    TradePMR-281

     

    We’re TradePMR. But you can call us
    Rob, Scott, Becky...

    As an RIA, it’s good to know our team members by name and have direct phone numbers. No dealing with a different person each and every time. We take ownership and are invested in every one of your requests. That’s one reason why we’ve been rated the #1 Custody Platform in Advisor Satisfaction (2019 T3 Software Survey)2

    As seen in

    investment-news t3logo_blue logo header-logo e03837_0f0291689e2546cca366d6b32af27664_mv2

    The TradePMR Story

    In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs.

    That vision became TradePMR.

    Whether it’s handling a portion or all of your business, we have the award-winning customer service3 and technology2 offerings to help you grow.

     

    RETURN TO FORM

      Sources and Disclosures
      1 Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019
      ² 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.
      ³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019
      4 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

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