comparemela.com

Latest Breaking News On - Scott victoria - Page 1 : comparemela.com

TradePMR Earns Highest Advisor Satisfaction Score Among Custodial Platforms in 2024 T3/Inside Information Survey

/PRNewswire/ TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), received the highest average advisor.

Las vegasUnited statesBob veresRobb baldwinJoel bruckensteinMessage centerFidelity investmentsInformation advisor softwareMorningstar incOrion advisor servicesTechnology conference in las vegasRegistered investment advisersCustodial platformsOnline portfolio managementInside informationScott victoria

TradePMR Releases Reimagined Fusion Technology Platform

/PRNewswire/ TradePMR, a technology and custodial services provider for Registered Investment Advisers (RIAs), announced today at its annual SYNERGY.

Joel bruckensteinBob veresRobb baldwinPrnewswire tradeFidelity investmentsMorningstar incInformation advisor softwareMessage centerOrion advisor servicesRegistered investment advisersTrading enhancementEnhanced digital account openingDigital account openingScott victoriaChief operating officerInside information survey

SMArtX Advisory Solutions Teams Up with TradePMR to Provide Advisors Access to Modern TAMP Solutions

/PRNewswire/ SMArtX Advisory Solutions ("SMArtX"), a leading innovator in unified managed accounts (UMA) technology and architect of the SMArtX turnkey.

Evan rapoportSmartx advisory solutionsSource smartx advisory solutionsPrnewswire smartx advisory solutions smartWinning technologyAward winning technology directlyAny accountScott victoriaChief operating officer

TradePMR Partners With SMArtX To Expand Choice For Its RIAs

The custodian already has a partnership with TAMP Adhesion Wealth.

Strategy researchSmartx advisory solutionsScott victoria

Emerging Custodians See Room to Move

The Schwab/TDAI merger is creating opportunities for emerging RIA custodians with more nimble technology and automated service.

United statesMegan hausmannAnthony stichCharles schwabTd ameritradeApex fintech solutionsGoldman sachsState streetWealth managementDiplomat beach resortApex fintechScott victoria

vimarsana © 2020. All Rights Reserved.