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Global Fintech Series
2d
349
Image Credit: Global Fintech Series
AdvisorEngine and TradePMR: An Integration Designed to Deliver Investment Management Power, Intelligent Automation, and a Simplified Client Experience for RIAs
- AdvisorEngine and TradePMR have integrated their platforms to provide investment advisory firms with enhanced capabilities for growth and client service.
- The integration allows advisory firms to combine AdvisorEngine's wealth management tools with TradePMR's custodian services, offering a personalized advisor-client relationship.
- AdvisorEngine's portfolio management tools, white-labeled client portal, and AI-powered capabilities aim to help advisors deliver high-quality service efficiently at scale.
- The collaboration between AdvisorEngine and TradePMR focuses on driving new growth, productivity, and strengthening client relationships to meet evolving technology and client demands.
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