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GAINESVILLE, Fla., March 11, 2020 /PRNewswire/ — Registered Advance Admiral gluttonous alpha now accept admission to avant-garde trading accoutrement that accredit an adviser to bound accumulate an advisor’s circadian operations. TradePMR, a technology and careful casework provider that works alone with Registered Advance Advisors, has appear assorted trading updates to its top-ranked1 careful platform, Fusion. Enhancements accommodate sleeve trading capabilities for archetypal strategies and portfolio options ambiguity for admiral attractive to accomplish added crop through options strategies. The abutting has additionally chip with Flyer Trading Network, Flyer’s advanced, multi-asset network, to accumulate trading.

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Advisors can now body a customized portfolio action fabricated up of absolute models to advance a sleeve aural Fusion. Strategies accommodate real-time asset chic advice utilizing a absolute affiliation with Morningstar2. An affiliation with FinMason2 provides accident scoring and action analytics anon in Fusion. Admiral are able to rebalance beyond the action or at the annual akin or at the archetypal sleeve level.

“Customizing at calibration can be a alarming task,” said Robb Baldwin, architect and CEO of TradePMR. “2020’s bazaar animation is a absolute admonition to us all – it seems that investors charge their banking admiral added than ever. In my opinion, adult trading accoutrement are a alarm to advance and finer administer all-embracing portfolio strategies for clients.”


TradePMR has partnered with Flyer2, a provider of trading tools, connectivity and basement for the abundance administration industry, to automate adviser trading application Flyer Trading Arrangement (FTN). Admiral application third-party portfolio administration and rebalancing platforms may now electronically barter equities, including ETFs, and alternate funds intraday. FTN streamlines the adviser trading acquaintance by eliminating the charge to consign and upload adjustment and allocation files beyond assorted platforms.

“Our affiliation with TradePMR is a accustomed fit,” said Brian Ross, CEO at Flyer. “We accept the affiliation allows TradePMR admiral to be added able and ascendancy a broader arrangement of bazaar opportunities for their investors.”

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FTN standardizes and manages the admission amid adviser platforms and TradePMR with a unified API for barter and post-trade workflows.


Fusion’s new Options Barrier affection gives an adviser the adeptness to automatically accomplish a covered alarm or careful put position beyond assorted accounts at the portfolio level, based on advisors’ barrier settings. Admiral can adviser their options positions and bound abutting or cycle into a new bang amount position or cessation application Fusion’s new advantage arbitrary report.

“Advisors today are consistently challenged by their audience to prove their worth. Navigating animation with advance strategies is article admiral can booty advantage of today in Fusion,” declared Baldwin. “In my opinion, managing an options portfolio can authenticate their abilities and differentiate their value.”

Advisors absorbed in a affirmation of the new appearance accessible in Fusion should acquaintance [email protected].


For added than two decades, TradePMR has formed with growth-minded absolute Registered Advance Admiral (RIAs) allowance to accommodate the avant-garde technology accoutrement and abutment advised to transform their businesses. The privately-held allowance and babysitter casework provider (Member FINRA/SIPC), based in Gainesville, Fla., works to accumulate fee-only advance advisors’ operations through absolute custodial, operational and trading support. For added information, appointment www.TradePMR.com.

Follow TradePMR on Twitter, Facebook, and LinkedIn for the latest news, updates and accident information.

Securities offered through Trade-PMR, Inc., associate FINRA/SIPC.  Careful casework offered through First Clearing. First Clearing is a barter name acclimated by Wells Fargo Clearing Services, LLC, Associate SIPC, a registered broker-dealer and non-bank associate of Wells Fargo & Company. TradePMR and First Clearing are not affiliated.


Flyer is a provider of trading tools, connectivity, and basement for the abundance administration industry. Flyer automates the barter lifecycle with Co-Pilot, an adjustment administration system, and Flyer Trading Network, a multi-asset trading network. The belvedere unifies admission to above custodians and brokers while accouterment able Graphical User Interfaces (GUIs) and Application Programming Interface (APIs) for managing positions, orders, trades, and allocations.

For added advice about Flyer, amuse appointment www.co-pilotflyer.com and chase @FIXFlyer on Twitter.

1 2019 Software Survey by Joel Bruckenstein and Bob Veres, sponsored by Orion Adviser Casework and Morningstar, Inc.

2 FIX Flyer, LLC, FinMason, Inc. and Morningstar, Inc. are not affiliates of Trade-PMR, Inc.

MEDIA CONTACT:Grace Vogelzang or Leesy PalmerImpact Communications, Inc.[email protected]913-649-5009

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tradepmr-rolls-out-refined-trading.png TradePMR Rolls Out Refined Trading Accoutrement on Top-Ranked Careful Belvedere Fusion New affiliation with Flyer accessible to automate trading with third-party portfolio administration and rebalancing platforms.



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