New connections with Wealthbox and Redtail let Fusion pull data from the CRM directly into Fusion to auto-populate forms with client data.
One of TradePMR’s goals is to make it as easy and efficient as possible for independent advisors to open new accounts for their clients.
That’s why we are excited to announce a new integration with Wealthbox and an enhanced integration with Redtail that we believe make New Account Opening better than ever. The integrations pull client data from the CRM into Fusion and auto-populate fields during the new account opening process. By removing the need to manually enter in data, we believe this will save advisors time and reduce errors that can lead to NIGOs (Not In Good Order).
Advisors can seamlessly move between Wealthbox and Redtail and Fusion using one-click single sign-on, and automate client onboarding in Fusion with data from Wealthbox—saving time and streamlining the account opening process.
This update builds on the overhaul TradePMR did to our New Account Opening process we rolled out in October. In addition to auto-populating client data from the CRM, TradePMR also enhanced Fusion with the ability to bundle multiple household accounts into a single DocuSign envelope, allowing multiple parties to add signatures simultaneously. And earlier this year, we introduced the Fusion SYNC Transition Assistant, an AI-powered tool designed to streamline the transition of your book of business with efficient data transfer and account population.
We know Wealthbox and Redtail are two of the most popular CRMs among the RIAs who work with us, so we are thrilled to expand this functionality to them.
“The latest enhancement to New Account Opening in Fusion speaks to how seriously TradePMR listens to advisor feedback,” said Jon Patullo, TradePMR’s Chief Product Officer. “RIAs told us they wanted householding and deeper integrations with their favorite CRMs, and we made it happen for them.”
We believe these enhancements make it easier for RIAs to open new accounts for clients, making TradePMR a destination for growth-minded advisors. We’ve also recently introduced a suite of artificial intelligence tools to help RIAs deliver better experiences to clients, and alternative investment solutions to support more custom investment management capabilities.
Find out how our enhanced New Account Opening process could improve your business.
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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