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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. ....

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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. ....

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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. ....

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TradePMR Partners With SMArtX To Expand Choice For Its RIAs

The custodian already has a partnership with TAMP Adhesion Wealth. ....

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Emerging Custodians See Room to Move

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

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