Knowledge Bank - TradePMR

4 min read

Unlock Fusion's Full Potential at SYNERGY26 All Access!

By TradePMR on Apr 15, 2026 3:25:20 PM

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 ...

Topics: SYNERGY26

4 min read

TradePMR Named to 2026 WealthTech100 List

By TradePMR on Apr 8, 2026 9:38:50 AM

FinTech Global highlighted TradePMR as an innovative leader impacting the wealth management industry. TradePMR, a leading technology and custodial services provider for independent Registered Investment Advisors (RIAs), has been named to FinTech ...

3 min read

SYNERGY26: The Future of Advice is Taking Center Stage in D.C.

By TradePMR on Mar 31, 2026 3:27:29 PM

Join TradePMR and Robinhood at SYNERGY26 in Washington, D.C., to explore the intersection of innovation, regulation, and the next decade of wealth management. The energy for SYNERGY26 is building.

Topics: SYNERGY26

3 min read

Introducing the Robinhood Advisor Network

By TradePMR on Mar 2, 2026 12:06:38 PM

Robinhood provides updates on the referral program initially announced at the time of TradePMR’s acquisition. Robinhood and TradePMR announced the pilot of the Robinhood Advisor Network (The Network), a new advisor marketplace designed to connect ...

4 min read

Why We Show Up for Each Other: TradePMR, Advyzon, and the Power of Conference Community

By TradePMR on Jan 23, 2026 2:50:50 PM

TradePMR and Advyzon logos in front of a conference floor background

What meaningful conference sponsorship can look like in today’s RIA ecosystem. Every conference has a purpose. Some are about scale. Others are about spectacle.

Topics: SYNERGY26

4 min read

3 Simple New Year’s Resolutions to Help RIAs Thrive in 2026

By TradePMR on Jan 12, 2026 3:40:50 PM

If you’re still looking for some New Year’s resolutions for 2026, we have some ideas to help start the new year off right for you and your clients. There’s no better feeling than checking off a New Year’s resolution. That’s why we’ve put together a ...

4 min read

Why RIAs Attend SYNERGY Conferences

By TradePMR on Dec 16, 2025 1:02:16 PM

TradePMR's SYNERGY26 Washington, DC Blog Card

SYNERGY26 registration is now live. Join us in Washington, D.C., to help shape the future of wealth management. Registration is officially open for SYNERGY26, TradePMR’s signature event featuring insights, connections, and conversations designed to ...

Topics: SYNERGY SYNERGY26

3 min read

TradePMR Named “Industry Disruptor of the Year” at ThinkAdvisor Luminaries Awards

By TradePMR on Dec 5, 2025 3:30:06 PM

The recognition underscores TradePMR’s advisor-first philosophy, rapid innovation, and the growing momentum behind the Fusion platform as we prepare for a transformative 2026. Thursday night in New York City, TradePMR and Robinhood were honored as ...

4 min read

How RIAs Are Using Asset Match to Drive Conversations and Add Value

By TradePMR on Dec 3, 2025 2:02:29 PM

TradePMR’s Asset Match program offers RIAs an unlimited* 50 bps cash match on eligible deposits—an industry-first designed to shorten sales cycles and strengthen client relationships. Whether finalizing the onboarding of a new prospect or ...

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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 TradePMR 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.
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