3 min read
SYNERGY25 Starts Here: Introducing Welcome Day
Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR’s Fusion platform offers technology solutions specifically designed for independent RIAs. Let’s talk about how our top-rated2 custodial services platform can work for you.
Fusion’s ongoing evolution includes enhancements to the user experience focused on three core areas: communications, wayfinding, and improving the ease of doing business.
Keeping you up to date with native messaging about important information that affects your business.
Navigation changes that help you find features and content more intuitively including advanced search capabilities, favorites, and increased visibility on frequently used elements.
Increasing the efficiency of completing tasks through core feature pop-out modules, grid enhancements that mirror spreadsheet functionality, and overview pages with customizable widgets for key navigation elements.
TradePMR is committed to bringing advisors innovative technology that supports the growth of RIAs.
Designed to free up advisors’ time so they can focus on their most important asset - the client – Fusion Sync’s latest AI-powered tools include two new assistants.
Whether you acquire a new firm, bring aboard a new advisor, or secure new clients, Fusion SYNC tools can help everyone deliver the same quality client experience.
*Fusion Sync’s ClientMeet and ClientIQ are powered by Cognicor Technologies and available for purchase through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies.
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Sources and Disclosures
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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Securities offered through Trade-PMR Inc, Member FINRA/SIPC. Custodial Services provided by First Clearing. First Clearing is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company.
Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.MSRB.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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