New Account Application BusinessEstateTrust Trade PMR Form

Instructions and help about New Account Application BusinessEstateTrust Trade PMR

You know I never set out to be the biggest. My instincts told me if I could build a business   that focused on providing great technology with amazing service, the company would thrive;   advisors would thrive. I knew this because I was an RIA. When I started TradePMR, I made sure we   had developed and offered a technology platform which would have addressed all of my pain points. With better software to manage our practice and clients' assets, and that's exactly what we've   done. I couldn't be prouder of our Fusion platform which has been the highest rated custodial platform   by advisors for the last two out of three years but what has always made TradePMR unique is the   service behind the technology. Today, when we talk to prospective advisors about working with them, we   often say no more than we say yes – which may seem counterintuitive to an entrepreneur but, as I said,   we don't want to be the biggest. We do want to be the best. We want to be res