The first feature from Robinhood Cortex for Advisors is now rolling out inside Fusion, giving RIAs that custody with TradePMR proactive, AI-generated insights into a client’s investments at no added cost.
During our annual SYNERGY conference, TradePMR by Robinhood announced Robinhood Cortex for Advisors: a new AI layer built directly into our Fusion platform, designed to help independent advisors move faster without adding another vendor, login, or line item to their tech stack.
Beginning today, that vision is coming to life. Portfolio Digest, the first feature in the Robinhood Cortex for Advisors suite, is now rolling out to RIAs that custody with TradePMR.
"Together, Robinhood and TradePMR are defining the next era of wealth management," said Steve Quirk, Chief Brokerage Officer at Robinhood, when Cortex for Advisors was first unveiled. Robinhood's advanced technology and resources combined with TradePMR's trusted expertise could empower advisors and their clients to pursue their financial goals more effectively, he added.
What Portfolio Digest Does
Most advisors start their week piecing together portfolio context from a handful of places: a custodial dashboard here, a market news alert there, a quick scan of overnight headlines before a client call. Portfolio Digest collapses that into one view, directly in Fusion, TradePMR’s technology platform built for independent advisors, and helps explain not just how a portfolio moved, but why.
Every digest opens with a headline: the account or household's current AUM, along with the dollar and percent change over the past week, paired with a chart of that movement. From there, a brief macro overview translates broader market conditions — rate expectations, sector rotation, geopolitical developments, etc. — into a few plain-language sentences of context. Beneath that, Portfolio Digest breaks performance down to the security level, tagging each holding as either a Top Mover (largest percentage move) or an AUM Driver (largest dollar move) and briefly explaining what's behind the move.
Portfolio Digest is not a chatbot that advisors need to prompt for information. It’s a narrative layer on top of the portfolio data advisors already see in Fusion. There's no separate subscription, no new vendor to vet, and no additional login to remember. It's available today for firms that use TradePMR's Fusion platform.
Portfolio Digest isn't client-facing, isn't intended to substitute for formal client statements or performance reports, and isn't investment advice or a recommendation of any security or strategy. Advisors retain full investment discretion over every account.
“We believe the advisors who can embrace emerging AI technology to make their firms more efficient will be best-positioned for future growth,” said Scott Victoria, President and Chief Operating Officer of TradePMR by Robinhood. “Robinhood Cortex for Advisors is built to help advisors have deeper, more proactive conversations with clients while helping reduce the time it takes to track down the relevant information that defines portfolio movement."
And because we know that data privacy and security are top-of-mind for advisors, we want you to know AI model providers do not retain client or account data. Please see more details on the Robinhood Cortex for Advisors: Security & Trust page.
What's Next for Robinhood Cortex for Advisors
We’re just getting started on our roadmap of AI capabilities for advisors. In Q4, we look forward to adding Tax Insights and Meeting Prep features to Robinhood Cortex for Advisors.
"Everything we announced at SYNERGY26 is to help independent advisors grow and deliver even greater value to their clients," said Kate Mapstone, Head of RIA Strategy at Robinhood. "By unlocking AI technology, we are putting RIAs in a stronger position than ever before."
Portfolio Digest is rolling out now to firms that custody with TradePMR's, with access enabled through each firm's practice administrator in Fusion. To learn more, visit tradepmr.com/robinhood-cortex-for-advisors.
About TradePMR
For more than two decades, TradePMR by Robinhood has worked with growth-minded independent registered investment advisors (RIAs) to provide innovative technology tools and support designed to transform their businesses. The brokerage and custodian services provider (Member SIPC) based in Clearwater, Florida, works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support. For more information, visit www.TradePMR.com.
TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc.
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You should carefully review this disclosure, which contains key information about the functions, limitations, and risks associated with the Robinhood Cortex for Advisors Digests and Portfolio Digests features.
These features are made available to your account at Trade-PMR, Inc. (also known as “TradePMR” or “TradePMR by Robinhood”) , Member SIPC, under a license from Robinhood Markets, Inc., which retains the "Robinhood Cortex for Advisors" and "Portfolio Digests" branding. TradePMR is the broker-dealer member responsible for making these features available to accounts held at TradePMR.
Robinhood Cortex for Advisors Digests uses generative artificial intelligence to summarize recent news, events, and market information related to a selected security or asset. These summaries are intended to provide quick context for market developments at a specific point in time.
Where Portfolio Digests are made available to an investment adviser exercising discretionary authority over a client account, references in this disclosure to "your account," "your portfolio," or "your investment objectives, risk tolerance, or financial situation" refer to the underlying client account and the client's own objectives, risk tolerance, and financial situation as known to the adviser — not to the adviser's personal circumstances.
Portfolio Digests
Portfolio Digests use generative artificial intelligence to analyze information from client accounts, including holdings and related market data, to highlight news and events that may affect your portfolio. Summaries may call out factors that contributed to recent portfolio movement and may spotlight upcoming events that could influence future movements.
Use and Limitations
Robinhood Cortex for Advisors and Portfolio Digests are provided for informational purposes only. They are not investment advice, investment research, or recommendations to buy, sell, or hold any security or asset.
This applies equally where an investment adviser accesses Digests in connection with client accounts: Digests are not a recommendation, and should not be construed as a recommendation, to the adviser to buy, sell, or hold any security or asset on behalf of its clients.
The content is automatically generated and should not be interpreted as a price target, forecast, or indicator of future performance, and is provided for informational purposes only.
The summaries are automatically generated and do not reflect your personal investment objectives, risk tolerance, or financial situation. They should not be viewed as performance analysis.
These features do not provide all the information necessary to make an investment decision. Where accessed by an investment adviser in connection with a client account, whether the adviser exercises discretionary or non-discretionary authority over that account, Digests do not relieve the adviser of its independent fiduciary duty of care under the Investment Advisers Act of 1940 and applicable state law, including the obligation to independently evaluate whether any security or asset is suitable for the client's account, objectives, and investment strategy before trading. Digests do not substitute for the adviser's own investment analysis and are not directed to, and should not be relied upon by, the underlying client as investment advice from TradePMR or Robinhood. Digests generated in connection with a client account are made available to the adviser only and are not made directly available to the underlying client through this feature. Any decision to share Digest content with a client, in whole or in part, is made solely at the adviser's discretion and remains subject to the adviser's own compliance obligations, including under the Investment Advisers Act of 1940 and, to the extent applicable, Rule 206(4)-1 thereunder.
Because these features use generative artificial intelligence, the content may include inaccuracies or AI-generated statements that do not reflect verified facts, current market conditions, or actual events.
Both features rely on proprietary and third-party data sources. Neither TradePMR nor Robinhood guarantees the accuracy, timeliness, or completeness of the information provided.
Third-party statements and opinions have not been verified and do not represent the views of TradePMR or Robinhood. Sherwood Media, an affiliated but separate and independent media outlet, may be used as a news source. Sherwood Media is neither a broker-dealer nor an investment advisor.
For Portfolio Digests, any relationships identified between market developments and your holdings are algorithmic and not predictive. They should not be viewed as causal or as guarantees of performance.
Where Digests are generated at the account level for a client served by a discretionary adviser, the adviser remains solely responsible for determining the relevance of any identified relationship to that client's specific investment strategy, mandate, or investment policy statement — Robinhood does not assess account-specific mandates in generating Digests.
An adviser accessing these links on behalf of a client account is responsible for independently determining whether the referenced product is consistent with the client's account agreements, investment guidelines, and the adviser's own authority to trade such products on the client's behalf.
Coverage and update frequency may vary based on market conditions, portfolio composition, eligibility, and the availability of relevant information. Coverage is not available for all securities or assets, and neither TradePMR nor Robinhood has an obligation to correct or reissue a Digest if the underlying data later changes or becomes inaccurate.
Robinhood may modify, suspend, or discontinue Robinhood Cortex for Advisors and Portfolio Digests at any time without notice. Availability of these features may change over time. They reflect information only as of the displayed time and date and may update as frequently as every five minutes based on the volume of relevant news, although updates are not guaranteed at any set interval.
Robinhood Cortex for Advisors and Portfolio Digests are made available under license from Robinhood Markets, Inc. and are subject to your account agreement with Trade-PMR, Inc., under which these features are made available to your account. These features may be updated or changed periodically as Robinhood enhances or modifies its products and services. Updates to their functionality or disclosures may be communicated through Fusion. Where an update involves a material change to the risk disclosures or the fiduciary-duty description set out in this disclosure, TradePMR will provide advance notice and request affirmative acknowledgment before you may continue using the features. For non-material updates, continued use after posting indicates that you've reviewed the most recent information.
Robinhood Cortex for Advisors and its technology are owned and offered by Robinhood Markets, Inc. and made available to your account by TradePMR under license.
Robinhood Cortex for Advisors Digests and Portfolio Digests for securities are provided by Trade-PMR, Inc., Member SIPC. Trade-PMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.
