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The Fusion platform’s on-line portfolio administration software additionally obtained high rating for advisor satisfaction.
GAINESVILLE, Fla. and TAMPA, Fla., Jan. 24, 2024 /PRNewswire/ — TradePMR, a expertise and custodial providers supplier for Registered Funding Advisers (RIAs), obtained the best common advisor satisfaction score from 2,917 monetary advisors for its Fusion platform in each the Custodial Platforms and On-line Portfolio Administration classes. These rankings had been highlighted within the 2024 T3/Inside Data Survey1, an annual survey distributed and analyzed by business veterans Joel Bruckenstein and Bob Veres that was launched Tuesday on the T3 Expertise Convention in Las Vegas. The survey outcomes had been primarily based on nameless suggestions collected from November and December, 2023.
The Fusion platform obtained a mean satisfaction score of 8.91 out of 10 within the Custodial Platforms class, one of the best rating within the class. TradePMR additionally earned one of the best advisor satisfaction scores within the class in 20222, 20213 and 20194.
“For RIAs to acknowledge how TradePMR’s expertise helps run their companies every single day is simply an unimaginable honor for our group,” mentioned Robb Baldwin, founder and CEO of TradePMR. “This yr, we centered on the service we offer to advisors and used their suggestions to drive our roadmap. It is highly effective to know our work helps to make a distinction within the lives of the advisors we serve.”
Along with this excessive score within the Custodial Platforms class, TradePMR obtained a mean rating of 8.73 out of 10 within the On-line Portfolio Administration class within the 2024 report. This was the best rating within the class and the third consecutive yr that TradePMR obtained a rating above 8.
“We challenged our groups to ship superb expertise and complement it with main service capabilities,” mentioned Scott Victoria, TradePMR’s Chief Working Officer. “We put the advisor expertise entrance and middle of all the pieces we do, and I am so grateful to see that dedication being acknowledged by the advisors who do enterprise with us.”
During the last yr, TradePMR launched a brand new model of the Fusion expertise platform that utterly refreshed the consumer expertise, expanded buying and selling capabilities, delivered safe Message Middle, and offered advisors entry throughout desktop and cell gadgets. Fusion is designed to be the central hub of an advisor’s workstation and affords streamlined account opening, account administration, price calculation, shopper relationship administration, and extra.
Monetary advisors thinking about studying extra about Fusion can obtain an on-demand demo of the platform. To register for a one-on-one demo, arrange a time on the TradePMR group’s calendar.
For extra info on TradePMR, go to www.tradepmr.com. For the whole survey outcomes, see www.t3technologyhub.com.
About TradePMR
For greater than 20 years, TradePMR has labored with growth-minded impartial registered funding advisors (RIAs), offering modern expertise instruments and assist designed to rework their companies. The privately-held brokerage and custodian providers supplier (Member FINRA/SIPC), primarily based in Gainesville, Fla., works to streamline fee-only funding advisors’ operations via complete custodial, operational, and buying and selling assist. For extra info, go to www.TradePMR.com.
Observe TradePMR on Twitter, Fb, and LinkedIn for the newest information, updates, and occasion info.
1 2024 T3/Inside Data Survey, Joel Bruckenstein and Bob Veres, January 2022, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG
2 T3/Inside Data Survey, Joel Bruckenstein and Bob Veres, Could 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Constancy Investments.
3 T3/Inside Data Advisor Software program Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce.
4 2019 Software program Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Companies and Morningstar, Inc.
SOURCE TradePMR
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