Wealthbox and TradePMR

Modern CRM integrated with custodial services for RIAs

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Overview

TradePMR is a leading custodial services provider built exclusively for RIAs. Founded by an RIA over 25 years ago, TradePMR has empowered independent advisors with innovative technology, exceptional service, and dedicated support to help them grow and scale their firms. With this integration, advisors using TradePMR’s Fusion platform can now experience seamless connectivity with Wealthbox— helping bring together custodial operations and modern CRM functionality.

Advisors can securely sign in and sync client data between TradePMR’s Fusion platform and Wealthbox with a single click.

Resources

Recorded webinar

How Advisors Use TradePMR and Wealthbox for Streamlined Account Management

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Blog post

TradePMR Integrates with Wealthbox to Streamline Advisor Workflows

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R. Scott Victoria
“We’re excited to build this integration between our Fusion platform and Wealthbox, a technology that many advisors depend on to run their businesses efficiently.”

R. Scott Victoria, Chief Operating Officer at TradePMR

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