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 TradePMR as our new Chief Product Officer.
Jon came aboard just in time to attend our SYNERGY24 conference in Las Vegas, his first
opportunity to check out TradePMR’s annual event. Now that he’s got about a year of
experience with the firm and our Fusion technology under his belt, we thought we’d ask him to
reflect on last year’s conference and to share a little bit about what’s got him excited for
SYNERGY25, coming to Tampa, Florida, May 27 – 30. Here’s what he had to say:
What technology developments at TradePMR are you most excited to show financial
advisors at SYNERGY25?
Jon Patullo: “We’re making a lot of enhancements to Fusion. We’re doing it iteratively, and advisors have already started seeing some of those changes, including some recent improvements to the user interface. These improvements make it easier for advisors to do
time-sensitive activities — like placing a trade or moving money — quickly and without having to jump through multiple screens.
Speaking of iterating, we have been improving Fusion navigation over the last few months, with our final delivery coming at the end of April. Our panel of advisors are thrilled with the new navigation and how easy it is to help them accomplish their daily tasks and work. At SYNERGY, we will highlight all of the work we’ve already done and what’s coming next. It’s all meant to help advisors run their offices as efficiently as possible while they scale for the future. The platform is evolving, and SYNERGY is the chance to come experience our vision for the future of Fusion.
[Read more: Introducing the Next Generation of TradePMR’s Fusion Technology]
Besides all of the exciting things happening with Fusion, is there anything else from the
product team that advisors can look forward to seeing in Tampa?
JP: Another thing is all of the artificial intelligence (AI) capabilities we’re building into Fusion,
which advisors will be able to see in action at SYNERGY. These can help automate meetings
with clients and provide insights into advisors’ business, and we’re looking forward to letting
advisors get some hands-on time with the tools.
Finally, but just as important, is our ongoing commitment to building new integrations between
our Fusion technology and third-party technology vendors, while deepening existing
connections with other vendors. It’s all meant to reduce that swivel chair experience for
advisors.
SYNERGY24 in Las Vegas was your first event with TradePMR. What did you learn from
your experience that you could share with anyone thinking of attending?
Jon Patullo: I was able to see first-hand the TradePMR culture, the technology they provide to
advisors, and their commitment to delivering a high level of service to advisors.
Beyond getting to spend some in-person time getting to know the members of the TradePMR
Product and Advisor Services teams that work to deliver high-touch service to your firm,
SYNERGY is also a chance to build relationships with the leadership team. We’re working on a
lot of different things, and SYNERGY is where you can interact and make your voice heard.
Is that different from other industry conferences?
JP: It’s a smaller, more intimate conference. But despite being smaller, it’s well done and is a
great opportunity for advisors to learn from TradePMR leadership about what’s happening in the industry and insights from all of our vendors as well. The event is interactive and I think shows the advisors who work with us that they are more than just a number at TradePMR. Their voice is valued.
AI is such a buzzword in the industry right now. Can you share anything else about the
capabilities that TradePMR will present at SYNERGY?
JP: There are two tools, ClientMeet and ClientIQ, that are part of our Fusion SYNC suite,
complementing our existing AI-powered tech to ease advisor transitions. ClientMeet can
automate a lot of the tasks that happen before and after an advisor meets with clients, such as scheduling, transcribing notes, automatically updating the advisor’s CRM, and creating follow-up content. It’s designed to help advisors save time that they could otherwise focus on more business-generating activities.
ClientIQ is built to leverage AI to surface information about clients — such as family dynamics,
occupation, or major life milestones — that the advisors can use to engage with clients more
deeply.
[Read more: TradePMR Adds Two New AI-Powered Copilots to Fusion Sync]
Why is it valuable for you and members of your team who attend SYNERGY?
JP: It’s an opportunity to get feedback from the advisors we serve, to hear from them directly
about what they may like or need to see in Fusion. We value advisor feedback and being able to deliver on it for them.
The first day of the conference will be a sort of “Open House” experience where we’ll be doing a lot of demos. Advisors can kick the tires on what they want to learn about.
I’m also looking forward to talking to advisors about our new relationship with Robinhood and what it could mean for the technology we provide RIAs. Robinhood has been an innovator in the financial services space, and now we have a similar opportunity to turn the custodial space upside down. So many firms are still using these behemoth, archaic technology systems, and we have the chance to build something that can deliver a truly modern experience for advisors and their clients. It’s an exciting time.
About TradePMR
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a subsidiary of Robinhood Markets, Inc.
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The promise of artificial intelligence (AI) is predictive in nature. TradePMR makes no representation or endorsement of any particular application of AI and what, if any, impact the technology may have.
