KNOXVILLE, Tenn. and GAINESVILLE, Fla., June 18,
2024 /PRNewswire/ -- In conjunction
with TradePMR's Synergy 2024 conference in Las Vegas, Smartria and TradePMR announced
that the companies have partnered to integrate their platforms and
deliver TradePMR custodial data into Smartria's compliance
software.
TradePMR, which celebrated its 25th year during its annual
Synergy conference in May, is a custodial services company focused
on meeting the specific needs of registered Investment advisors
(RIAs). Created by a former RIA for RIAs, TradePMR delivers its
technology, support, and services to its advisors under the
guidance of Founder and CEO Robb
Baldwin and TradePMR's executive leadership team.
"Our focus is on enabling our advisors to spend their time on
relationships and growth," said Scott
Victoria, TradePMR's Chief Operations Officer. "By
integrating with technology providers like Smartria whose mission
is to make wealth advisors successful, aligns with ours. The goal,
to make it easier for advisors to both custody their clients' data
but also stay in compliance with rules and regulations."
The partnership allows joint customers of both Smartria and
TradePMR to connect their accounts on each platform so that
employee, client, and account custody data appears in Smartria.
Compliance teams can then use TradePMR data for employee trade
monitoring as well as client account holdings for annual reviews,
quarterly transaction reports, and other key compliance
activities.
"Like TradePMR, Smartria was purpose-built to meet the specific
requirements of registered investment advisors," said Patrick Hunt, CEO of Smartria. "There's a ton of
overlap in the customers we serve, so it just makes sense that we
would integrate our platforms to benefit RIAs. We're excited about
joining forces with TradePMR to further enhance our mutual
customers' digital experience."
In addition to the integration, the companies have agreed to
support one another's marketing and business development
initiatives. As an example, Smartria sponsored Synergy 2024, giving
TradePMR advisors the opportunity to see Smartria's compliance
platform firsthand. Additional opportunities are in the planning
stages.
For more information about Smartria,
visit www.smartria.com or request your personalized
demo here.
About Smartria
Smartria is a leading compliance software platform for RIAs,
hybrid RIAs, RIA networks, and RIA compliance consultants. The
firm's software is designed to make the complex and often
frustrating world of regulatory compliance simple to manage and
easy to understand. Smartria's unique roles for compliance
consultants and distributed management of large corporations make
its solution able to handle just about any compliance problem for
any sized company.
For more information on Smartria, please visit
www.smart-ria.com, and follow us on LinkedIn, Facebook, and X.
About TradePMR
For more than two decades, TradePMR has worked with
growth-minded independent registered investment advisors (RIAs),
providing innovative technology tools and support designed to
transform their businesses. The privately-held brokerage and
custodian services provider (Member FINRA/SIPC), based in
Gainesville, Fla., works to
streamline investment advisors' operations through comprehensive
custodial, operational, and trading support. For more information,
visit www.TradePMR.com.
Follow TradePMR on X, Facebook, and LinkedIn for the latest
news, updates, and event information.
Contact:
Marni Dacy
240.731.2305
379266@email4pr.com
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SOURCE Smartria