TradePMR

About

For more than two decades, TradePMR has worked with growth-minded independent Registered Investment Advisors (RIAs) helping to provide the innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC) works to streamline fee-only investment advisors’ operations through comprehensive custodial, operational and trading support.

Contacts

Products / Services

  • Transfers
  • Accounts
  • Cashiering
  • Trading
  • Custodial Services

Companies that integrate with 401GO

Each integration enriches the platform with data or features that provide comprehensive service and enhance the customer experience.

Integrations

Integrations: 31
Partnership: 0
CircleBlack is a wealth management platform that gives a complete financial overview of your client’s portfolio in one simple-to-access location....
Integrations: 79
Partnership: 0
Redtail Technology, Inc. is the leader in Web-Based Client Relationship Management solutions for the Financial Advisor. Redtail is bringing next-generation...
Integrations: 33
Partnership: 0
RightCapital provides a revolutionary financial planning tool that digitizes and redefines the financial planning experience. Using cutting edge technology, RightCapital...
Integrations: 53
Partnership: 0
MoneyGuidePro Financial Planning Software has been selected seven years in a row by the Financial Planning Magazine Technology Survey as...
Integrations: 25
Partnership: 0
HiddenLevers is the premier portfolio stress testing solution for both portfolio managers and financial advisors everywhere. Advisors use the correlations...
Integrations: 24
Partnership: 0
Designed to meet the real-world needs that advisors and institutions face, AdvisorPeak is the product of years of in-depth research...
Integrations: 38
Partnership: 0
Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and empowers advisors...

Partnership

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