Buyer Fit
Target firm types
- RIAs
Target firm size
- Mid-Size
- Small
Product Description
Product Positioning
Custody and trading platform for registered investment advisors with integrated technology and service.
Description
TradePMR provides custody, trading, and technology for registered investment advisors, pairing custodial services with an advisor platform and high-touch support designed for independent RIAs.
Integrations
TradePMR has 26 integrations in our directory
Search below to find what you're looking for
- AdvisorPeak Level 3
- Advyzon Level 3
- Albridge Level 3
- Andes Wealth Level 3
- Black Diamond Level 4
- Broadridge Level 3
- CircleBlack Level 3
- DocuSign Level 4
- eMoney Advisor Level 3
- FinMason Level 3
- Flyer Financial Technologies Level 3
- Kwanti Level 3
- LaserApp Level 3
- MoneyGuide Level 3
- Morningstar Advisor Workstation Level 3
- Morningstar Office Level 3
- Nitrogen Wealth Level 3
- Office 365 Level 4
- Orion Advisor Services Level 4
- Panoramix Level 3
- Patrina Level 3
- Redtail Level 4
- RightCapital Level 3
- SmartRIA Level 1
- Tamarac Level 4
- YCharts Level 1
Use the search above to find specific integrations
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APIs and Security
Security checks
Periodic SOC certification, Periodic Penetration Testing (aka PEN tests), Other
Public APIs
Yes - Our APIs allow other developers to 'GET' and 'POST' information to our application.
API authentication
OAuth, HTTPS
Data refreshed live via API
Yes
Developer portal exists
Yes
Developer portal URL
Developer sandbox URL
No
