GAINESVILLE, Fla., March 11, 2020 /PRNewswire/ -- Registered
Investment Advisors seeking alpha now have access to modern trading
tools that enable an advisor to quickly streamline an advisor's
day-to-day operations. TradePMR, a technology and
custodial services provider that works exclusively with Registered
Investment Advisors, has announced multiple trading updates to its
top-ranked1 custodial platform, Fusion. Enhancements
include sleeve trading capabilities for model strategies and
portfolio options hedging for advisors looking to generate more
yield through options strategies. The firm has also integrated with
Flyer Trading Network, Flyer's advanced, multi-asset network, to
streamline trading.
MODEL STRATEGIES WITH REAL-TIME ASSET CLASS
ALLOCATION
Advisors can now build a customized portfolio strategy made up
of existing models to develop a sleeve within Fusion. Strategies
provide real-time asset class information utilizing a direct
integration with Morningstar2. An integration with
FinMason2 provides risk scoring and strategy analytics
directly in Fusion. Advisors are able to rebalance across the
strategy or at the account level or at the model sleeve level.
"Customizing at scale can be a daunting task," said Robb Baldwin, founder and CEO of TradePMR.
"2020's market volatility is a perfect reminder to us all – it
seems that investors need their financial advisors more than ever.
In my opinion, sophisticated trading tools are a necessity to
thrive and effectively manage overall portfolio strategies for
clients."
FLYER TRADING NETWORK CONNECTS ADVISORS AND THEIR PLATFORMS
TO TRADEPMR
TradePMR has partnered with Flyer2, a provider of
trading tools, connectivity and infrastructure for the wealth
management industry, to automate advisor trading using Flyer
Trading Network (FTN). Advisors using third-party portfolio
management and rebalancing platforms may now electronically trade
equities, including ETFs, and mutual funds intraday. FTN
streamlines the advisor trading experience by eliminating the need
to export and upload order and allocation files across multiple
platforms.
"Our partnership with TradePMR is a natural fit," said
Brian Ross, CEO at Flyer. "We
believe the integration allows TradePMR advisors to be more
efficient and control a broader array of market opportunities for
their investors."
FTN standardizes and manages the connections between advisor
platforms and TradePMR with a unified API for trade and post-trade
workflows.
HEDGING STRATEGIES AT THE PORTFOLIO LEVEL
Fusion's new Options Hedge feature gives an advisor the ability
to automatically generate a covered call or protective put position
across multiple accounts at the portfolio level, based on advisors'
hedge settings. Advisors can monitor their options positions and
quickly close or roll into a new strike price position or
expiration using Fusion's new option summary report.
"Advisors today are regularly challenged by their clients to
prove their worth. Navigating volatility with spread strategies is
something advisors can take advantage of today in Fusion," stated
Baldwin. "In my opinion, managing an options portfolio can
demonstrate their skills and differentiate their value."
Advisors interested in a demonstration of the new features
available in Fusion should contact sales@tradepmr.com.
ABOUT TRADEPMR
For more than two decades, TradePMR has worked with
growth-minded independent Registered Investment Advisors (RIAs)
helping to provide the 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 fee-only investment advisors' operations through
comprehensive custodial, operational and trading support. For more
information, visit www.TradePMR.com.
Follow TradePMR
on Twitter, Facebook, and LinkedIn for the
latest news, updates and event information.
Securities offered through Trade-PMR, Inc., member
FINRA/SIPC. Custodial services offered through First
Clearing. First Clearing is a trade name used by Wells Fargo
Clearing Services, LLC, Member SIPC, a registered broker-dealer and
non-bank affiliate of Wells Fargo & Company. TradePMR and
First Clearing are not affiliated.
ABOUT FLYER
Flyer is a provider of trading tools, connectivity, and
infrastructure for the wealth management industry. Flyer automates
the trade lifecycle with Co-Pilot, an order management system, and
Flyer Trading Network, a multi-asset trading network. The platform
unifies access to major custodians and brokers while providing
intelligent Graphical User Interfaces (GUIs) and Application
Programming Interface (APIs) for managing positions, orders,
trades, and allocations.
For more information about Flyer, please visit
www.co-pilotflyer.com and follow @FIXFlyer on
Twitter.
1 2019 Software Survey by Joel Bruckenstein and Bob Veres, sponsored by Orion Advisor
Services 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 Palmer
Impact Communications, Inc.
ImpactMediaManager@ImpactCommunications.org
913-649-5009
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tradepmr-rolls-out-refined-trading.png
TradePMR Rolls Out Refined Trading Tools on Top-Ranked Custodial
Platform Fusion
New integration with Flyer available to automate trading with
third-party portfolio management and rebalancing platforms.
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SOURCE TradePMR