For your better understanding of these companies and their back office supportive service, we have provided a brief description of these companies and some pertinent information regarding their supportive roles to our company and our clients.
TradePMR's Fusion SoftwareEvolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR’s Fusion platform offers tech solutions specifically designed for independent RIAs like Brandywine. TradePMR’s Fusion advisor workstation enables BFG to manage virtually every aspect of our practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers.
American Portfolios was founded by a group of independent financial professionals whose primary goal was to offer their clients solid investments without the pressure of having to sell products normally associated with sales organizations. As independent representatives of American Portfolios, we can make available to you some of the best products and services the industry has to offer.
In keeping with our focus on service to the client all general securities transactions are cleared through their numerous custodial arrangements. To learn more about American Portfolios please visit their website at: www.americanportfolios.com
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