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 corner.
We’re so excited to welcome everyone to our home state of Florida that we’ve decided to do something a little different this year. On May 27, a full day before TradePMR CEO Robb Baldwin takes the stage for his opening keynote, we invite you to join us for a unique experience unlike anything you expect from your typical RIA custodian conference.
Introducing Welcome Day: An immersive, hands-on experience that we believe will set the tone for the entire SYNERGY25 conference. With curated opportunities for advisors to engage directly with TradePMR team members, Welcome Day is a relaxed environment that encourages discovery, feedback, and real-time support. Our marquee sponsors — including Skyway Capital Markets, AdvisorEngine, First Clearing, and iCapital — will also be there to have personal conversations about how their solutions could fit an advisor’s business.
“Welcome Day is designed to forge a real sense of community for advisors to connect with peers, start meaningful conversations, and start the conference in a high-energy, advisor-centric way,” says Jessica Shores, TradePMR’s Marketing Manager.
At Welcome Day, advisors can get one-on-one time with TradePMR’s leadership team, who are just as eager to hear feedback directly from advisors as they are to share their vision for the future of our company and the RIA industry.
“TradePMR believes in listening to RIA feedback to drive our business forward,” says Bret Feldman, Director of Service and Operations at TradePMR. “While I’m looking forward to all of the productive meetings I’ll have with advisors throughout SYNERGY, I’m very excited for the opportunity at Welcome Day to have some casual conversations with advisors to get to know them better and strengthen our relationship.”
[Read more: Q&A With TradePMR’s Rob Dilbone: Why He’s Excited for SYNERGY25]
We are also planning unique Engagement Stations, where advisors can expect interactive demos from TradePMR’s Advisor Services team members and subject matter experts on Fusion, the Client Portal, Trading, apollo, and integrations with third-parties.
For example, our Fusion Station will showcase Fusion Sync, TradePMR’s new suite of AI-powered tools that includes Transition Assistant, a tool built to streamline the transition of an advisor’s book of business, and ClientMeet and ClientIQ, two tools designed to help advisors be more efficient, more productive, and deliver better client experiences. Meanwhile, our Trading Station will showcase some of the new features TradePMR has introduced over the last year to streamline model management and trade creation, as well as new capabilities with alternative investments.
[Read More: Fusion, Integrations, and AI: What TradePMR’s Jon Patullo is Excited to Show at SYNERGY25]
“We’re also exploring new concepts around our basket trading feature that we think firms will be excited to hear about,” says Jason Simmons, a product manager with TradePMR.
These are just a few examples of what you can expect at the Engagement Stations. We have plenty more up our sleeve that we aren’t able to announce quite yet, but we’re excited to show you at Welcome Day!
For those who want to get ahead of the curve and make the most of your SYNERGY25 experience, be sure to arrive early for Welcome Day. And we’ll close it all out with a Welcome Reception on the waters of Tampa Bay.
SYNERGY25 Welcome Day is Tuesday, May 27, from 12:00 P.M. - 5:00 P.M.
Click here to learn more and register.
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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