TradePMR
Technology and Support for RIAs

TradePMR Launches Augmented Reality Technology for Advisor Recruitment

Thursday, May 02, 2019

Gainesville, Fla - TradePMR, a technology and custodial services provider, is rolling out new augmented reality technology for advisor recruitment. The technology, which blends virtual objects with real-world settings, is intended to give financial advisors a preview of what it would be like to work with TradePMR. The first experience, an invitation to the firm's annual advisor conference Synergy 2019, was released to advisors today. Future uses include a virtual tour of TradePMR's headquarters and tech demonstrations all with built-in messages from TradePMR leadership, including exclusive content for advisors.

TradePMR's founder and CEO Robb Baldwin sees long-term value in augmented reality technology. "I expect that AR technology will soon enable our customers to engage with the newest enhancements and updates to our Fusion and Earnwise platforms through interactive experiences. The hope is that these interactions bridge the gap between the online and offline world and will allow advisors to better conceptualize how they could use TradePMR's technology solutions in their day-to-day operations."

The new technology is available to the advisor on any mobile device, after downloading an app built in-house using Unity and Vuforia as development platforms. Advisors receiving an invitation to TradePMR's annual advisor conference can scan the invitation, turning the print invitation into an interactive mobile experience including a welcome video from Baldwin.

Marketing director Jennifer Dempsey says the goal for the unique mailer isn't just to create buzz about the event. "We want to set the stage for what attendees can expect at Synergy this year," Dempsey explains. "Our conference theme is 'Innovate, Integrate, Cultivate,' so we designed an invitation that would challenge our advisors to innovate their thinking about the way they do business, including how they market themselves.

TradePMR Announces Fall RIA Conference Lineup

Friday, September 22, 2023

TradePMR Chief Growth Officer, Bill Coppel, to take the stage and discuss the intersection of AI and the wealth management space.

GAINESVILLE and TAMPA - TradePMR, announced the conferences that it will be hitting the road in support of the wealth management and fintech industry during the second half of 2023. The firm is attending conferences to meet with growth-minded advisors in person about the trends impacting their businesses including new RIA software and evolving RIA custodial platforms.

• TradePMR has confirmed its attendance at the following upcoming events in 2023:

• DeVoe M&A + Succession Summit: September 18 – 20, 2023

• Nitrogen Fearless Investing Summit: October 2 – 4, 2023

• Forbes/Shook Top Advisors Summit: October 2 – 5, 2023

• Bob Veres’ Insider’s Forum: October 4 – 6, 2023

• AdvisorHub Advisors to Watch Summit: October 25, 2023

• MarketCounsel Summit: December 4 – 7, 2023

• Please mark these dates on your calendar if you wish to connect with TradePMR at these events.

“We’ve always believed that we can only learn so much from our offices – to get a true pulse check on where the industry is today, we need to meet in person with RIAs,” said Robb Baldwin, Founder and CEO of TradePMR. “Conferences are a great venue for our team to hear about the trends impacting advisors, and what we can do at TradePMR to help them seize their opportunities.”

Apart from participating in and providing sponsorship for these events, Bill Coppel, the Chief Client Growth Officer at TradePMR, is set to lead sessions at both the Nitrogen Fearless Investing Summit and Bob Veres’ Insider’s Forum. During these sessions, Coppel will tackle a highly relevant industry subject: artificial intelligence (AI). His focus will be on how Registered Investment Advisors (RIAs) can redefine their strategies to thrive in an era marked by the prominence of AI and large language models (LLMs).

“AI is no longer science fiction – it’s becoming an incredibly powerful tool that is reshaping how we do business,” added Coppel. “As AI and LLMs continue to generate more authentic interactions, advisors need to adjust their approach to provide enhanced value to clients and prospects. While this will be a challenge for RIAs, I believe it’s also a massive opportunity to build deeper, more impactful client relationships – mixing a streamlined RIA tech stack with a modern approach to client engagement.”

TradePMR to Host Seventh Annual Oktoberfest on Thursday, October 12

Thursday, October 05, 2023

Ken Block and Drew Copeland of Sister Hazel will perform at the fundraiser which benefits the band's non-profit pediatric cancer charity, Lyrics for Life.

GAINESVILLE - TradePMR, a technology and custodial services provider for Registered Investment Advisors, will host its seventh annual Oktoberfest fundraiser on Thursday, October 12, 2023, from 5:30 – 7:30 p.m. ET at TradePMR headquarters, 2511 NW 41st St in Gainesville, Fla. The event will feature craft beer selections from Gainesville's own Blackadder Brewing as well as wine from Dorn's Liquor and Wine Warehouse. Oktoberfest will also host Cilantro Tacos and B'z Gelati food trucks for dinner and dessert. Ken Block and Drew Copeland from Sister Hazel will perform. A l proceeds from Oktoberfest benefits the band's non-profit foundation, Lyrics for Life.

"Oktoberfest is a special event where our team can spend time with our families and community, all while supporting a worthy cause,' said Robb Baldwin, Founder and CEO of TradePMR. "We are proud to work with Lyrics for Life in their efforts to combat pediatric cancer. We hope the entire Gainesville community will join our team at the TradePMR office to help support their efforts."

Lyrics for Life is a non-profit organization founded by Sister Hazel in 2002 to help fight children's cancer. Donations to Lyrics for Life benefit research programs as well as an annual three-day event for children and families managing a cancer diagnosis hosted at Camp Crystal Lake in North Central Florida.

Oktoberfest has a $10 suggested donation at the door; however, donations of all sizes are welcome and will go directly to Lyrics for Life. This year's event will also feature a silent auction for items donated by local businesses. There is parking available within walking distance of Oktoberfest. Premium parking spots next to the event will be available on-site for a $50 donation. TradePMR will be matching donations dollar-for-dollar to benefit Lyrics for Life.