We are pleased to announce our integration partnership with TradePMR. TradePMR provides Brokerage and Custody services to Registered Investment Advisors (RIAs).

Advisors affiliated with TradePMR can link their accounts into Portfolio Lab. A linked portfolio has its positions imported automatically, giving instant access to analytics.

Instructions for enabling the link

  1. In TradePMR eCustody, go to Settings -> Partners
  2. Select Kwanti from the list
  3. Click Register
  4. Send a mail to support@kwanti.com, indicating your rep code(s).