Whether you’re a familiar face or considering attending for the first time, SYNERGY25 is shaping up to be the must-attend conference of 2025.
TradePMR’s SYNERGY25 conference is quickly approaching, and I couldn’t be more excited to welcome everyone back to Tampa for several days of learning, collaborating, and sharing best practices.
This year’s event runs from May 27-30, and I want to give you an idea of what we’ve got in store for 2025. My team will be leading a jam-packed learning session on our Opening Day, and our agenda is filling up with great speakers.
But first, I want to share some of my observations about what makes SYNERGY so unique. After attending my very first SYNERGY conference last year, I believe it’s an event that truly feels like a family gathering (albeit a big family) of financial advisors, some of the industry’s finest technologists, and employees at all levels from TradePMR.
It’s so much more than another industry conference in Florida. Here’s why.
Genuine Connections, Real Results
We like to talk about human-powered financial advice at TradePMR. That’s because we believe it’s irreplaceable. It’s personal. It’s warm. It’s kind. It’s important, for so many reasons.
But sound financial advice, as many advisors already know, doesn’t just happen. It takes work. It takes dedication and effort.
We’re here to back your commitment to your clients.
It’s always good to put a face to a name, and at SYNERGY25, advisors get access to a range of TradePMR specialists, technology experts, and senior leadership—all the people responsible for our tailored and personalized platform experience. Whether that means chatting with TradePMR Chief Product Officer Jon Patullo, Senior UX Product Designer Laura Villanueva, or any of our other employees that you may have interacted with, the SYNGERY conference is a golden opportunity for interacting with our deep bench of experts.
We believe in a personal touch. We take pride in the quality moments we have with advisors during the SYNERGY conference.
The Future is Here
This year, we’re celebrating what we believe is the future of financial advice. Advisors will get
an inside scoop on what’s to come at TradePMR. That means lots of details about new
technology, new partnerships, and how our pending acquisition by Robinhood is expected to
benefit advisors and their clients.
At SYNERGY25, we’re empowered to demo the future. That means attendees not only get to
learn how to maximize the current Fusion platform, but they also get to learn more about new
capabilities and features we’re adding.
It’s not just talk. Last year, I met with some of our advisors in person and was able to showcase
how some of our new, unreleased enhancements could improve overall workflows and
productivity. We were able to highlight some of the forthcoming capabilities that are now
available for every advisor on our platform.
SYNERGY25 is a chance for advisors to learn about, and test out, what’s to come.
Opportunities for Growth
I want to extend a special welcome to any advisor who might be considering attending
SYNERGY for the first time. Take it from someone who attended for the first time last year: this
is a special conference.
We believe in equipping advisors with the best opportunities possible for growth and
networking across the industry. By attending SYNERGY25, you’ll not only have a chance to learn
more about our platform and meet the people who are dedicated to our solutions, you’ll be
immersed in an environment that helps foster the very best of what financial advice can offer.
From breakout sessions to main stage events, we’re committed to servicing your growth.
SYNERGY25 is a chance for you to invest in your career, your business, and your future.
Sign Up Today
Whether we run into each other after my Welcome Session, over morning coffee, or while
reviewing TradePMR’s latest solutions, joining me at SYNERGY25 means access to one of the
industry’s best events.
It means you’ll have access to an abundance of industry knowledge, insights, and solution
specialists. You’ll get to talk shop with some of the brightest, most dedicated developers, and
learn from some of wealth management’s most successful entrepreneurs.
Register today, and we’ll see each other in Tampa.
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 privately-held 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.
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Opinions herein are as of the publication date; they are not statements of facts and may include “forward-looking statements” which may or may not be accurate over the long term. Report includes candid statements and observations. Statements, opinions or forecasts are not guaranteed. Do not place undue reliance on forward-looking statements. The material has been prepared for or is distributed solely for information purposes
Trade-PMR, Inc., member FINRA/SIPC
