Wednesday, May 26, 2021

TradePMR speeds up onboarding process as another dozen RIAs join custodian

The custodian has 15 firms scheduled to transition before the end of this year. It hopes to migrate each of them over in less than six weeks.

from crm - BingNews https://ift.tt/34zkqb3
May 26, 2021 at 09:51PM

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