4 min read
Creating a ‘Limitless’ Conference: SYNERGY24 Q&A With TradePMR COO R. Scott Victoria
TradePMR’s SYNERGY24 is just days away. As we count down the hours to welcome some of the industry’s best to Las Vegas, we caught up with R. Scott Victoria, our Chief Operating Officer and long-time Synergy attendee. He described how TradePMR is ...
Topics:
RIAs
SYNERGY
Custodial Service Providers
Financial Advisor Technology
Custodial Platform
Artificial Intelligence
6 min read
"It's Personal for Us": SYNERGY24 Q&A With TradePMR CLO Chaz Reiling
Every year, the TradePMR Synergy Conference is one of our biggest, most anticipated events. To share a little more about what attendees can expect at this year’s event, taking place May 21-24 in Las Vegas, we sat down with TradePMR’s Chief Legal ...
Topics:
SYNERGY
Custodial Service Providers
ria conference
4 min read
What to Expect at SYNERGY24: Limitless in Las Vegas
How SYNERGY24 can help your operations, services, and technology reach new heights. TradePMR’s annual conference, SYNERGY, offers advisors the opportunity to network with other growth-minded RIAs and industry thought-leaders, find solutions meant to ...
Topics:
RIA technology
SYNERGY
RIA Custodians
Las Vegas
4 min read
TradePMR Announces Dynamic Lineup of Speakers for Annual SYNERGY Conference
The financial advisor event anticipates a record number of attendees with a robust slate of speakers, sponsors, and sessions over three days. Gainesville and Tampa, Fla. – May 18, 2023 – TradePMR, a technology and custodial services provider for ...
Topics:
Press Release
FinTech
RIAs
SYNERGY
Wealth Management
3 min read
Priceless: Why We Don’t Charge for TradePMR's Signature Event: SYNERGY23
Advisors cover travel and lodging, we’ll provide the experience, education, and networking opportunities. SYNERGY is more than a conference – it’s an opportunity. An opportunity to network with other growth-minded RIAs, to uncover solutions that can ...
Topics:
Financial advisors
Fusion
SYNERGY
Wealth Management
Advisor Technology
4 min read
TradePMR Annual Conference Returns: SYNERGY22 Unleashed
Registered Investment Advisors converge on SYNERGY22 in Orlando, Fla. in record numbers. Orlando, Fla., May 24, 2022 -- TradePMR, a technology and custodial services provider for Registered Investment Advisors (RIAs), will kick off its signature ...
Topics:
TradePMR
Press Release
Robb Baldwin
Joel Bruckenstein
RIAs
SYNERGY
Advisor Technology
Technology Tools for Today
Custodial Service Providers
4 min read
The Secret to the Evolution of Fusion? Advisor Feedback.
How TradePMR Shapes Technology to Address RIA Needs At TradePMR, we believe that for technology to fit the needs of RIAs, it must evolve. What worked five years ago may not make sense today, and almost certainly will be outdated five years from now.
Topics:
Financial advisors
FinTech
Fusion
Register for On-Demand Fusion Demo
RIAs
SYNERGY
Wealth Management
Advisor Technology
2 min read
SYNERGY22: Your Gateway to the Future of Fusion
Join the Fusion Roadmap Preview session on Friday, May 27 on-site in Orlando SYNERGY22 is rapidly approaching, and there is a lot to look forward to. While there will be no shortage of exciting sessions, guest speakers and networking events, there ...
Topics:
Financial advisors
RIA technology
FinTech
Technology
SYNERGY
3 min read
SYNERGY22 Unleashed – The Reunion We’ve Been Waiting For
Join us May 25th – 27th at The Ritz-Carlton Orlando, Grande Lakes. It’s hard to believe that it’s almost been three years since our last SYNERGY conference. With the pandemic forcing us to push off our 2020 and 2021 in-person events, we’re more ...
Topics:
TradePMR
RIA technology
RIAs
SYNERGY
