Robb Baldwin of TradePMR On: Selecting the Right Technology and Custodial Solutions for Your Financial Advisory Firm

TradePMR (www.TradePMR.com) specializes in providing custodial services and technology solutions for RIAs. Their technology is proprietary and built by their in-house developers with RIAs in mind. TradePMR supports RIA business without a competing retail division. This specialization gives them the agility and flexibility to respond to each advisory firm’s individualized needs. “You deserve to be on a first-name basis with your back office,” says Robb Baldwin, founder and CEO. ​I had the pleasure of speaking with Robb in July 2017.

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