GAINESVILLE, Fla. [February 19, 2019] – TradePMR, a brokerage and custodian services provider, has earned top marks for their Fusion technology platforms in a satisfaction survey of more than 5,500 advisors. The results of the 2019 Software Survey, conducted by industry veterans Joel Bruckenstein and Bob Veres, were released at the recent T3 Advisor Conference in Denton, Texas.

TradePMR’s technology received an average rating of 8.31 (out of 10), the highest satisfaction rating among all custodian providers, and an increase for

TradePMR

over the 2018 rating of 7.85. Advisors also gave

TradePMR

top marks for their online/automated portfolio management tools with a score of 8.09 out of 10. “As a former advisor, I understand how important it is that firms you entrust your business with deliver on their promises,” said Robb Baldwin, founder and CEO of

TradePMR

. “We take our white-glove approach to service very seriously and that extends to the technology we provide. Our greatest achievement is knowing that we continue to fulfill that commitment to the advisors we work with day in and day out.” Over the past year,

TradePMR

rolled out numerous enhancements to its popular platform, including model and drift analysis, fee billing, and Intelligent Model Builder. “

TradePMR

is an exciting firm to watch as they continue to grow and evolve,” said Joel P. Bruckenstein, CFP®, president of Technology Tools for Today (T3), who is widely recognized as an expert on applied technology for financial professionals. Joel says, “Advisors are positively responding to what they are rolling out and the technology they provide. Advisors should take note.”

WHITE GLOVE SERVICE

Baldwin notes that their white-glove approach to service has resonated with the advisors they work with, saying: “If advisors face an issue, at

TradePMR

there is no call center, no long wait time – there is simply your service team, ready at your beck and call. Investors demand top-notch service from the advisors they work with and we want to ensure that advisors can continue to deliver on that promise.” In 2018,

TradePMR

built 31 custom technology features requested by advisors including deeper integrations with industry service providers such as Orion, Black Diamond, DocuSign and Redtail. To learn more about

TradePMR

’s Fusion and Earnwise platforms, visit www.tradepmr.com. For the complete survey results, see www.t3technologyhub.com.