Knowledge Bank - TradePMR

2 min read

TradePMR Announces New Integrations with CRMs to Enhance New Account Opening

By TradePMR on Jun 24, 2025 11:10:54 AM

Fusion and TradePMR logoe

New connections with Wealthbox and Redtail let Fusion pull data from the CRM directly into Fusion to auto-populate forms with client data. One of TradePMR’s goals is to make it as easy and efficient as possible for independent advisors to open new ...

Topics: Fusion Integrations New Account Opening CRM

4 min read

Focus on Family Wealth: How to Build Financial Wellness Across Generations

By TradePMR on Jun 23, 2025 12:15:21 PM

New research from TradePMR and Absolute Engagement suggests that realigning your practice to serve the entire family instead of a primary client could help advisors achieve sustainable growth across generations. It’s here. We’re in the midst of an ...

Topics: White Paper Next-Gen Wealth Transfer

12 min read

SYNERGY25: Relive How We Unlocked Our Vision of The Future of Wealth Management in Tampa

By TradePMR on Jun 10, 2025 11:14:44 AM

SYNERGY25 wasn’t your typical industry event. It was where strategy met innovation, where vision turned into action, and where RIAs got to experience our vision for the future of wealth management. Hundreds of advisors, fintech innovators, ...

4 min read

Alternative Investments Now Available to TradePMR Advisors

By TradePMR on May 13, 2025 9:44:24 AM

Through new relationships with iCapital and Inspira Financial, we’re responding to increasing advisor demand for access to new products. TradePMR is proud of the technology and service we deliver to independent financial advisors, which have been ...

3 min read

SYNERGY25 Industry Keynotes Announced: Michael Kitces, Julie Littlechild, and Leo Pusateri

By TradePMR on May 6, 2025 12:23:55 PM

Michael Kitces, Julia Littlechild and Leo Pusateri headshots with TradePMR Synergy25 logos.

Robb Baldwin, TradePMR Founder and CEO, and Vlad Tenev, Robinhood Chairman and CEO headline an exciting agenda that includes so much more! With just a few weeks to go until SYNERGY25, TradePMR’s premier event for RIAs, we’re ready to unlock ...

Topics: SYNERGY25

3 min read

SYNERGY25: We’re Ready to Unlock Some Fun!

By TradePMR on Apr 24, 2025 4:27:57 PM

A look at some of the exciting activities awaiting SYNERGY25 attendees. SYNERGY25 is well known for bringing together top advisors, great speakers, an industry-defining technology roadmap, and the chance to interact with leadership.

Topics: SYNERGY25

3 min read

SYNERGY25 Starts Here: Introducing Welcome Day

By TradePMR on Apr 11, 2025 12:52:38 PM

Synergy25 Welcome Day is part of TradePMR's signature conference for RIAs.

Lead Get ready for an interactive experience that encourages discovery, fosters conversations, and helps build relationships with the TradePMR team. SYNERGY, TradePMR’s signature conference for registered investment advisors, is just around the ...

Topics: SYNERGY25

5 min read

Fusion, Integrations, and AI: What TradePMR’s Jon Patullo is Excited to Show at SYNERGY25

By TradePMR on Apr 7, 2025 2:35:50 PM

TradePMR Chief Product Officer Jon Patullo talks about what he’s looking forward to sharing with financial advisors in Tampa. Last year, we were thrilled to announce that Jon Patullo, a distinguished veteran of the RIA technology world, had joined ...

Topics: SYNERGY25

4 min read

TradePMR Adds Two New AI-Powered Copilots to Fusion Sync

By TradePMR on Mar 31, 2025 9:22:19 AM

TradePMR plans to be a leader in the AI era with ClientMeet and ClientIQ, tools built to help advisors spend more time and foster deeper relationships with clients. You can either lead, follow, or get out of the way. When it comes to the emerging ...

Topics: RIA technology Fusion Financial Advisor Technology Artificial Intelligence AI

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¹ Baldwin Named one of “20 People Who Will Change Wealth Management in 2020” by the editors at Financial Planning magazine, December, 2019

²2024 T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, January 2024, sponsored by SEI, Advyzon, FP Alpha, Addepar, XLR8, and FMG. T3/Inside Information Survey, Joel Bruckenstein and Bob Veres, May 2022, sponsored by AssetBook, Holistiplan, Advyzon, Addepar, and Fidelity Investments. T3/Inside Information Advisor Software Survey, Joel Bruckenstein and Bob Veres, March 2021, sponsored by Salesforce, and 2019 Software Survey, Joel Bruckenstein and Bob Veres, January 2019, sponsored by Orion Advisor Services and Morningstar, Inc.

³ Business Intelligence Group Announces the Winners of the 2019 Excellence in Customer Service Awards; Philadelphia, PA, May, 2019

⁴ 50 Most Promising FinTech Solution Providers – 2019, CIOReview, May 2019

⁵ EZRA GROUP Wealth Tech Integration Score, Overview, and Methodology. EZRA GROUP and TradePMR are separate and unaffiliated companies. Custodians do not pay a fee to be evaluated and ranked.

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