Trade-PMR Today Announced an Agreement to Integrate its Proprietary eCustody Advisor Workstation with Advisor Exchange's TotalView

Share Article

TradePMR's integration of Advisors Exchange's TotalView will give Registered Investment Advisors the ability to monitor financial data from banks, insurance companies and other brokerage firms via TradePMR's eCustody platform.

Especially in this market, which has many advisors focused on risk management and rebalancing, this integration will provide the comprehensive, holistic information necessary for Trade-PMR's advisors to make better investment decisions for their clients and increase assets under management.

Trade-PMR today announced an agreement to integrate its proprietary eCustody Advisor Workstation with Advisor Exchange's TotalView, the industry's premier account aggregation solution. As an industry leader in the brokerage and custodial services to independent registered investment advisors (RIAs), Trade-PMR works with more than 300 financial advisors nationwide. The integration between TotalView and eCustody will provide those advisors with on-demand access to a complete view of their clients' entire financial portfolio, including assets held at competing brokerage firms. Advisors also will be able to move client data seamlessly into a variety of business applications.

Trade-PMR Chief Executive Officer Robb Baldwin looks forward to the collaboration with Advisor Exchange. "At TradePMR, we continually seek to expand existing technologies and develop new and improved technologies our advisors require to take their practice to the next level. Advisor Exchange is natural fit for us because of its dedication to developing leading edge products and supporting advisors with unmatched customer service," he said.

"We're proud to partner with Trade-PMR, said Advisor Exchange Director of Business Development, John Luciano. "Trade-PMR has a rich tradition of providing their advisors with the wide array of state-of-the-art-tools and comprehensive support they need to manage clients' investments effectively and grow their business efficiently."
Added Luciano, "Especially in this market, which has many advisors focused on risk management and rebalancing, this integration will provide the comprehensive, holistic information necessary for Trade-PMR's advisors to make better investment decisions for their clients and increase assets under management."

Trade-PMR and Advisor Exchange's team of technicians will begin integration work immediately. It's expected full integration between the Advisor Exchange TotalView solution and eCustody Advisor Workstation will be complete in the second quarter.

About Advisor Exchange
Headquartered in Glenview, Illinois, Advisor Exchange provides a dynamic account aggregation technology designed to provide independent financial advisors with a comprehensive view of their clients' total portfolio, including assets that are held-away. In addition, Advisor Exchange's technology can "push" aggregated client data into virtually any third-party application that an advisor uses to run their business. Eliminating the time spent manually collecting and entering financial account information, Advisor Exchange gives advisors and their staff more time to cultivate client relationship and improve investment decisions.

About TradePMR
Located in Gainesville, Florida. TradePMR, a privately held brokerage firm (Member FINRA/SIPC). Since 1999, TradePMR has been a leading provider of Brokerage and Custody services to Independent Registered Investment Advisors (RIAs) and their clients by providing an integrated web-based workstation that enables RIAs to run their practices more efficiently and effectively.

For further information contact Fred Van Den Abbeel
Trade-PMR, Executive Vice-President/RIA 888-723-3767

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Fred Van Den Abbeel
TradePMR
888-723-3767 + 140
Email >


3523328723
Email >
Visit website