TradePMR has partnered with BridgePortfolio, Chicago, to offer a very unique Separate Account Manager Platform for Investment Advisors. Through this platform, fee-based advisors who custody their assets with TradePMR can select from a growing list of pre-screened & selected third-party separate account managers; work with investment managers of their choosing; more efficiently manage their own portfolios; and access consolidated and individual account performance reporting on all assets they supervise, not just those at TradePMR. In many instances, this platform is able to completely replace an advisorâs in-house portfolio maintenance system. In an effort to provide seamless access for advisors, these SMA & reporting tools have been integrated into TradePMRâs existing superior web-technology platform.
Press Release Contact:
David F. Edstrom