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SYNERGY22: Your Gateway to the Future of Fusion

Mar 29, 2022 10:47:59 AM

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 is one time slot that we're particularly excited for – Fusion Roadmap Preview: 10 a.m. ET on Friday, May 27.

During this session, TradePMR's Head of Product, Brandon Storch, is going to share technology updates our team has been working on: what’s ready, what’s in progress, and what’s on the horizon.


Technology Updates at SYNERGY22

SYNERGY22 will be an opportunity for you to see and preview some of the upcoming enhancements the team has in-store in 2022. The updates that Brandon will share on-site during his Fusion Roadmap Preview session will reshape how you can utilize our technology. We know the ways that you work are changing, and we are adapting to fit your evolving needs.

While we’ll save the big surprises for the conference, some of the updates you can expect include:

  • New and upcoming technology integrations, including enhancements with current integration partners
  • Changes to how you can communicate with our team
  • Exciting trading capabilities that could help your firm scale

TradePMR’s Ever-Evolving Technology

Technology that made sense for advisors five years ago may no longer be the best fit for their business. That’s why we set out to consistently update TradePMR’s technology to fit the challenges and opportunities facing your business today and tomorrow, not five years ago.

To meet the expanding expectations of your clients, we set out to launch new solutions and expansions to Fusion that provide greater flexibility in how you can run your business and serve your clients. While you see many of these updates communicated over email and in our advisor portal, these don’t encompass everything we have in the works.

We have a lot of exciting projects coming up that we can’t wait to share with you, and there’s no better place to do that than SYNERGY22. The conference is free to attend, just cover travel and lodging.

Stay the Weekend!

If you’re going to join us for the Fusion Roadmap Preview session on the final day of the conference, we hope you and your guests stick around for Memorial Day weekend. We have a limited number of hotel rooms available at a reduced price for the holiday weekend to give you the perfect opportunity for an Orlando vacation.

Bring your family with you and have them explore while you’re at the conference, then extend your stay to take in some of what Orlando has to offer – with natural beauty and world-class attractions, there’s plenty of ways to cut loose for a few days. After a week of learning and networking, a long weekend of relaxation can help you get back to the office feeling refreshed, renewed, and ready to leverage the new solutions Brandon will be discussing at the conference.

If you’d like to have your team, family or friends join you at SYNERGY22, just be sure to register them for the conference.


Written by TradePMR