Unlock Fusion's Full Potential at SYNERGY26 All Access!

Get hands-on training, live demos, and actionable strategies directly from TradePMR experts at SYNERGY26 All Access on June 2.

We're thrilled to announce that SYNERGY26 will kick off with All Access, a premier event designed to provide you with an exclusive, hands-on opportunity to connect directly with TradePMR experts.

Join us on June 2 at 1pm ET in Washington, D.C., for live demos, intimate training sessions, practical guidance, and real strategies you can put to work immediately. This is your chance to delve deep into Fusion's capabilities and see firsthand why TradePMR and Fusion earned the “Industry Disruptor of the Year” award at the 2025 ThinkAdvisor Luminaries awards¹.

All Access is designed for advisors looking for advanced knowledge, to harness complex workflows, and discover new strategies directly from the TradePMR team. Select the topics most relevant to your interests and join sessions facilitated by TradePMR Subject Matter Experts and Relationship Managers.

Space is limited — register today to secure your spot!

Sessions include:

Leveraging Fusion’s Robust Digital Account Opening Tool

This hands-on demo will show you how Fusion can quickly open accounts electronically. We’ll also cover how to leverage new features like firm branding and in-person digital signatures. Learn how to reduce friction, improve accuracy, and get accounts funded faster with enhanced workflows. Led by Jason Simmons, Product Operations Manager, and Sherry Akanni, Account Maintenance Supervisor.

Power Your Tech Stack with CRM Integrations

Discover how Fusion connects to a broad ecosystem of leading CRM providers, ensuring your techstack works seamlessly with your business. Learn how integrating Salesforce, Redtail, or Wealthbox with TradePMR’s Fusion can help create a unified advisor experience, streamline operations, reduce manual data entry, and enhance client service. See why Fusion earned the highest rating among custodians in The Ezra Group’s WealthTech Integration Score². Led by Marcel Tsai, Product Integrations Lead, and Jon Patullo, TradePMR’s Chief Product Officer.

Using Fusion’s Integrated Fee Billing System

See how Fusion could help simplify the billing process with a fully integrated system designed to reduce errors and improve security, all without ever leaving the Fusion platform. This session will review best practices for managing billing structures, ensuring transparency, and maintaining operational efficiency. Led by Kelby Bryant, Manager of Transitions, and David Willenborg, Client Relationship Senior Associate.

Maximizing Fusion's Trading Platform

Learn how to execute trades with speed and precision using tools specifically designed for RIAs, including model, basket, and rebalancing functionalities. Fusion's trading capabilities were ranked the best among its peers by The Oasis Group³, with workflows built for scale and control. You'll review core trading workflows, recent enhancements, and best practices for managing trades at scale while maintaining accuracy and compliance. Led by Blake Muller, Trading Manager, and Joshua Shebroe, Client Relationship Manager.

Securities-Backed Lending at TradePMR

Expand your offering with flexible asset-backed lending solutions at competitive rates that help clients access liquidity while staying invested. This introduction to TradePMR’s securities-backed lending solution will review product eligibility, use cases, and how advisors can position lending as part of a holistic planning conversation. Led by Sherry Akanni, Account Maintenance Supervisor, and Robert Brinson, Client Relationship Senior Associate.

Don't Miss Out! This is a fantastic opportunity to deepen your understanding of Fusion and gain actionable insights to benefit your firm. We'll see you in D.C. on June 2nd!