Our Trading Platform
Online Account OpeningTradePMR’s Advisor Workstation provides a variety of features including an account opening wizard to assist you with opening accounts quickly and efficiently. Our new accounts team can assist you in transferring your clients’ accounts from other custodians. Simply send us a spreadsheet or database with all of your client’s information, and we will return you with a ready-to-sign new account application for your client.
Account Management
With a wealth of fee-based programs available, it’s easy to create customized solutions. Your clients have the choice of managing their own assets, letting you manage them, or leveraging an independent professional portfolio manager through our Separately Managed Account Program (SMA). There’s no need for additional software to manage your clients’ accounts. With Advisor’s Workstation, our online account information manager enables you to review accounts, place orders, pull reports, transfer funds, and analyze charts with one convenient application. Our comprehensive intranet site gives you easy access to extensive resources whether you’re in the office, at home or on the road.
Portfolio Rebalancing and Model Portfolios
With Advisor’s Workstation, you can build model portfolios and assign clients to these models according to their risk tolerance. You can then rebalance your clients’ portfolios at your discretion with just the click of a button. Automatic portfolio rebalancing is available to change accounts on both a group and individual basis. Additionally, individual securities can be excluded from the model to assist with client objectives and tax planning.
Separately Managed Accounts
We offer a Separately Managed Account program (SMA) so that advisors have the option of matching clients with professional outside money managers. Our team of carefully screened portfolio managers is one of your best resources. With as little as $50,000, your clients can access nationally known portfolio managers who normally impose account minimums of $5 million or more. These managers can develop a program to fit your clients’ individual needs, from conservative fixed income to more aggressive growth equity portfolios.
Performance Reporting
Our online performance reports give you the option to view the performance of individual or consolidated accounts. Each day, reports are calculated using AIMR compliant standards to ensure accuracy and an easy to understand format. Your clients’ reports can be customized with your firm’s logo and then printed for delivery by mail or they can be downloaded as a PDF file and sent via e-mail.
Client Access
Your clients will also receive the benefits of our technology. Our secure Investor Access System allows them to view real-time account information and trade online at your discretion. You can even link our system to your own customized website – it’s a great way to make sure you remain at the center of your client relationships.
Client Statements
TradePMR provides your clients with a comprehensive statement delivered either on a monthly or quarterly basis depending on account activity. Our statements contain state-of-the-art data including cost basis, check and debit card activity. Your firms name, address, and phone number are promptly displayed on all your clients’ invoices. We are proud of the quality and “readability” of our statements. Click here for a sample
Automated Fee Deduction
We have developed an online fee calculating and processing service for advisors. The fee system calculates your fees in each account based on the compensation percentage that you assign. We allow the aggregation of fees between various accounts, enabling you to offer competitive pricing to your clients.
Research
Our online platform supplies you with real-time streaming quotes, live interactive charting with technical indicators, and in-depth company data for all domestic equities. You can configure your own portfolio trackers complete with scrolling news headlines. In addition, you will be provided with real-time streaming options quotes and a stock screener.
Institutional-style asset management programs, highly-regarded research, cutting-edge technology, turnkey account administration and marketing tools, and access to a self-clearing New York Stock Exchange-member firm. That’s real power that works for you and your clients.