TradePMR Releases Account Aggregation Solution for Registered Investment Advisors

Share Article

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

TradePMR ( today announced the release of its integration of Advisor Exchange's TotalView into its proprietary eCustody Advisor Workstation. As an industry leader in the brokerage and custodial services to independent Registered Investment Advisors (RIAs), TradePMR works with more than 550 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.

"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. The completion of this integration adds another key component to our solution,” said Robb Baldwin, Chief Executive Officer of TradePMR. “Advisor Exchange was a natural fit for us because of their ability to develop leading edge products and dedication to the advisor community," he added.

TradePMR’s account aggregation solution is available on a subscription basis to all TradePMR Advisors and free of charge to their clients. At the client’s discretion, accounts can be authorized for view by their RIA. Clients are free to add and remove advisor access or simply use account aggregation for their own personal financial planning.

About TradePMR

TradePMR is a privately held brokerage firm (Member FINRA/SIPC) located in Gainesville, Florida. Since 1999, it 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
TradePMR, Executive Vice-President/RIA 888-579-8640

# # #

Share article on social media or email:

View article via:

Pdf Print

Contact Author