AdvisorEngine Integrates with TradePMR to Enhance Wealth Management for RIAs
AdvisorEngine®, a leading provider of an end-to-end wealth management platform, announced its integration with TradePMR, a custodian services provider for independent registered investment advisors (RIAs). The news was unveiled at TradePMR’s SYNERGY25 conference, marking a significant step in enhancing how advisory firms manage portfolios and engage clients through connected technology.
Highlights
1. Seamless Platform Integration
- Combines AdvisorEngine’s comprehensive wealth management platform with TradePMR’s Fusion custody platform.
- Enables advisory firms to streamline operations, combining portfolio management, trading, rebalancing, and fee billing with custody services.
2. Advanced Portfolio and Client Tools
- Access to AdvisorEngine’s portfolio tools:
- Trading and rebalancing
- Performance reporting
- Fee billing
- Fully white-labeled, modern client portal and data-centered CRM to improve client engagement and advisor productivity.
3. AI-Powered Enhancements
- Integration supports AdvisorEngine’s ongoing development of AI-driven features to assist advisors in preparing client meetings.
- Enables more personalized, insightful conversations, enhancing service quality at scale.
Leadership Perspectives
“AdvisorEngine and TradePMR are aligned on providing advisory firms with the platform and capabilities they need to drive new growth, gain more productivity, strengthen client relationships and connect with the next generation of clients,” said Rich Cancro, CEO of AdvisorEngine.
“Robb and I share a passion for serving investment advisors, helping their practices achieve new levels of success and future-proofing their businesses for evolving technology and client demands.”
Robb Baldwin, CEO of TradePMR, emphasized the importance of service:
“Our emphasis is on white glove service because in wealth management, service is so critical. This integration exemplifies how we collaborate with trusted industry partners to deliver top technology and client support.”
About AdvisorEngine®
AdvisorEngine is an open-architecture, end-to-end wealth management platform designed for approachability, connectivity, and scalability. It offers a suite of capabilities including:
- Portfolio Management Tools
- CRM
- Digital Onboarding
- Client Portal
- Business Intelligence
AdvisorEngine serves advisory firms managing over $500 billion in assets and is a wholly owned subsidiary of Franklin Templeton, a global asset management leader.
