TradePMR Licenses Morningstar Site Builder

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Addition of Morningstar Tools and Content a Significant Win for Advisors

“Tools like Portfolio X-Ray and Site Builder further our desire to provide a comprehensive Advisor Workstation,”

Today TradePMR announced another upgrade to its Advisor Workstation. Using Site Builder, TradePMR will tightly integrate Morningstar’s outstanding content into its platform. Advisors will also be able to generate a Portfolio X-Ray to scan a client's overall portfolio of equities and funds creating a comprehensive picture of the underlying securities, identifying overlaps, and highlighting areas for improvement.

“We're delighted to be able to provide Morningstar content to our clients and to further build on our relationship with Morningstar,” said Robb Baldwin, CEO of TradePMR. “Tools like Portfolio X-Ray and Site Builder further our desire to provide a comprehensive Advisor Workstation,” he added.

TradePMR has also licensed an Investment Screener to help Advisors select Stocks, Mutual Funds, and ETFs. The Stock Intersection report allows advisors to evaluate a portfolio’s exposure to individual securities and sectors to quickly indentify sources of outsized exposure.

The Morningstar Site Builder integration will be available free of charge to all TradePMR Advisors later this year. The Site Builder will be demonstrated at Synergy 2011, TradePMR’s annual Advisor Conference from May 4th – 6th in Orlando, Florida.

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.

TradePMR Brokerage and Custody Services for Registered Investment Advisors

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Rob Dilbone
TradePMR
(352) 332-8723 x105
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