E-Custody is TradePMR's proprietary state-of-the-art web-based trading platform specifically designed for advisors that delivers a full range of resources to help you manage every aspect of your practice.

Some key features include:

• Account management
• Review account positions, balances and history
• Portfolio rebalancing & model portfolios
• Average price executions, when required
• Separately Managed Accounts (SMA)
• Single sign-on for both brokerage and advisory business
• One consolidated client statement
• Client web access including statements, confirms, and 1099s.
• Equity and mutual fund research
• Streaming quotes available

Additionally, the e-Custody platform integrates optional CRM and performance reporting modules to increase your productivity by having all client information in a single interface available anywhere you have an internet connection.

See screen shots of the e-Custody workstation.




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Corporate Mailing Address:
PO Box 231
Allendale, NJ 07401




© 2010 The Investment Advisor Alliance LLC. This website is intended for financial professionals only. The Investment Advisor Alliance is a Registered Investment Advisor. IAA can conduct business only in states where IAA is registered or is exempt from registration. The Investment Advisor Alliance is not licensed to and does not conduct securities business. All custody and trading is provided by registered broker-dealers. Advisor representatives are supervised for advisory activity only. Commission securities sales, insurance sales, or any other outside business of representatives is not supervised by IAA. Fidelity, TradePMR, Sterne, Agee, & Leach and The Investment Advisor Alliance are not affiliated companies. Wealth Protection Solutions, Advisor Technology Services, and The Investment Advisor Alliance are affiliated companies wholly owned subsidiaries of Keeler Financial Services Holdings LLC.