TradePMR

TradePMR and AdvisoryWorld Partner to Automate and Streamline Financial Advisors' Workflows


​TradePMR Extends Free Month-Long Trial of AdvisoryWorld Reports on Demand via Fusion Advisor Workstation

TradePMR, an Introducing Brokerage Firm that provides brokerage and custody services and support to independent registered investment advisors (RIAs) and their clients, today announced their partnership with AdvisoryWorld, the leading provider of investment analytics, portfolio modeling, proposal generation, and customized investment technology for the financial services industry. Through the partnership, TradePMR advisors will now have immediate access to AdvisoryWorld's Portfolio and Investment Fact Sheets via the TradePMR Fusion Advisor Workstation. Additionally, Trade PMR is extending a month-long free trial offer of these AdvisoryWorld Reports on Demand to current advisors beginning on March 16, 2016 and ending on April 16, 2016.

TradePMR Adds OptionsPlay® Ideas to RIA Platform


By reducing complexity and increasing engagement, OptionsPlay® Ideas brings new trading opportunities and market transparency to TradePMR advisors and their clients

TradePMR, a provider of brokerage and custody services for registered investment advisors (RIA), today announced its addition of the OptionsPlay® Ideas tool to the Fusion® Advisor Workstation, its proprietary RIA advisor platform. As the latest addition to Fusion, which houses a range of trade analytics, performance reports and cutting-edge research, OptionsPlay Ideas serves to enhance TradePMR’s suite of advisor client offerings in order to generate trade ideas, increase trade volume and improve trade performance.

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