The Future of Custody for RIAs.
TradePMR is accelerating what's next for independent advisors through relentless focus on growth, innovation, and execution. Here's everything we launched at SYNERGY26.
Five Innovations.
One platform built for you.
From AI-powered intelligence to primary market access that was previously unavailable to independent advisors, here is every announcement from SYNERGY26.
01 · Robinhood Advisor Network
Connecting with the next generation of investors.
A digital-first referral ecosystem with independent RIA's on the TradePMR platform.
02 · Robinhood Cortex for Advisors
Embedded intelligence.
Proactive insights.
Free to Fusion Users. Proactive portfolio digests, tax insights, and meeting prep built into Fusion.
03 · Fusion Platform
A powerful platform
made even better.
Native Salesforce integration, AI-embedded workflows, top-rated trading and billing tools, and more.
04 · Advisor Growth
Fueling advisor growth, on TradePMR.
We introduced two new TradePMR benefits to help RIAs improve their overall economics and give clients even more flexibility.
05 · Advisor IPO Access
Stand out with your clients.
Help your clients participate in select Initial Public Offerings directly in Fusion.
Connecting RIAs with the next generation of investors. On Robinhood.
"The Robinhood Advisor Network is the only custodian-driven digital-first referral ecosystem connecting next-gen investors with independent RIAs at scale, without branch friction or prospecting costs."
— Robb Baldwin, CEO, TradePMR
| Digital-First Referral Ecosystem: | Modernized referrals process matching prospects based on their specific needs for support with your specialty. |
|---|---|
| Built Inside the Robinhood App: | Eligible Robinhood customers browse vetted independent advisors, review their profiles, and schedule introductory calls without leaving the app. |
| Meet Prospects at Scale: | Opportunity to connect with next-gen Robinhood customers looking for financial advice. |
| Available only through TradePMR by Robinhood: | Only available to independent advisors on the TradePMR platform. |
The Robinhood Advisor Network is a digital-first referral ecosystem connecting next-gen investors with independent RIAs at scale, only available to independent advisors on theTradePMR platform.
The Robinhood Advisor Network is operated by Robinhood Asset Management (RAM), an SEC-registered investment advisor. RAM is responsible for facilitating referrals between eligible investors and participating independent RIAs. TradePMR supports the Network by providing third-party advisory firms, who are clients of TradePMR, with technology through its Fusion platform.
Embedded intelligence. Proactive insights.
The AI intelligence layer built into the TradePMR Fusion platform.
| Portfolio Digest: | Automatically tracks portfolio performance, allocation trends, and evolving positioning across all households and accounts. |
|---|---|
| Tax Insights: | Continuously monitors accounts to proactively identify specific, high-impact actions — such as tax-loss harvesting, gain deferrals, and asset reallocation. |
| Meeting Prep: | Assembles comprehensive client and portfolio context, recent activity, and tailored talking points before your meeting. Afterward, it captures key outcomes and assigns next steps. |
| No Additional Cost: | No extra subscription fees, no new logins to memorize, and no new vendors to manage. |
| Secured Control: | Institutional security and controls firms expect from their custodian. Robinhood Cortex for Advisors does not train on your data |
Robinhood Cortex for Advisors isn't a reactive chatbot or a simple note-taker. It’s an engine for growth. By unifying your CRM, custody, and portfolio data, it pushes high-impact, contextualized insights directly to you, helping you focus on what matters most: your clients.
Fusion Platform
A powerful platform,
made even better.
At SYNERGY26, TradePMR announced meaningful upgrades across the Fusion platform, bringing together award-winning trading tools and more into one seamless experience for advisors.
Top-Rated Trading Platform
Fusion trading platform has been upgraded to provide more robust tools for advisors, allowing for more efficient trade execution and portfolio management.
Digital Account Opening
Reduced friction with Digital Account Opening increasing speed, improved personalized branding for your firm, and new In-App Signing.
Integrated Fee Billing
Fusion’s integrated fee billing system has been refined to offer greater flexibility, security, and cost savings for RIA practices.
CRM Integrations
Fusion continues to expand its connectivity, ranking highly for its seamless integration capabilities with leading technology providers.
Fueling Advisor Growth
What we're doing to support Advisor growth.
We introduced two new TradePMR benefits to help RIAs improve their overall economics and give clients even more flexibility.
Fueling Advisor Growth
The next era of wealth management starts today, and it’s powered by Robinhood and TradePMR.
Flexible RIA Incentive Program
We’re now offering incentives on eligible net new assets, structured on a case-by-case basis to support onboarding and asset migration. Advisors can access capital through forgivable loans (used selectively for purposes such as refinancing, funding working capital, or M&A).
New Margin and Securities-Backed Lending Rates
Coming soon, we will be rolling out with new margin rates and securities-backed lending rates. For a majority of RIA clients - this will be a reduction in their existing rates. We believe this can be a powerful growth tool for advisors, allowing you to deliver better economics to clients.
Advisor IPO Access · Exclusively via TradePMR
Stand out with your clients.
For growth-minded, future-focused RIAs, Advisor IPO Access could establish your firm as a truly differentiated wealth manager.
With several high-profile companies poised to enter public markets, investor demand to participate is expected to increase.
Why This Matters for Your Firm
| Set your RIA apart: | Offer clients the opportunity to participate in IPOs, historically an offering type with limited availability at the independent advisor level. (IPO investments involve significant risk; see disclosures below). |
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| Democratize Access: | TradePMR and Robinhood are helping independent financial advisors provide IPO investment opportunities to clients without the infrastructure constraints that have historically limited independent advisors. |
How do I get access?
| Access Requirements | Eligibility due to Operational Efficiency. Amount of Assets Under Custody (AUC) with TradePMR by RIA: $10M AUC. Additional eligibility conditions, including account-level suitability requirements and applicable FINRA restrictions, may apply. |
|---|---|
| Distribution/ Operational Overview: | TradePMR by Robinhood receives a limited number of shares for each IPO. We use the number of shares, client demand, and other factors to determine how many shares clients will receive. Clients may receive the full number of shares requested, a partial amount, or none at all. Not all clients who request IPO shares will receive them. Market demand varies for every IPO. High-demand IPOs may decrease the likelihood of receiving the requested amount of shares or receiving shares at all. |
Advisor IPO Access from TradePMR by Robinhood is designed to bring select IPOs directly to eligible advisors on the Fusion platform, giving you a powerful new tool to help strengthen your value proposition and deepen ties with your best clients.
Ready to learn more?
Tell us which products interest you and a member of our team will reach out to walk you through what's new.
© 2026 Trade-PMR, Inc.
"TradePMR," "TradePMR, Inc.," and "TradePMR by Robinhood" are trade names used by Trade-PMR, Inc.
Securities offered through Trade-PMR Inc, Member FINRA/SIPC.
Trade-PMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.
Robinhood Advisor Network
Referral services offered by Robinhood Asset Management, LLC (“Robinhood Advisor Network”), an SEC-registered investment advisor. The Robinhood Advisor Network is a referral service for customers of Robinhood who seek to be connected with independent, third-party investment advisory firms and their individual advisors.
Any contents provided are for informational purposes only, does not constitute tax or investment advice, and is not a recommendation for any security or trading strategy. Any contents provided are for informational purposes only, does not constitute tax or investment advice, and is not a recommendation for any security or trading strategy. See https://about.robinhood.com/legal for additional disclosures.
Robinhood Cortex for Advisors
Robinhood Cortex for Advisor features use generative artificial intelligence and are provided for informational purposes only. They shouldn’t be viewed as research or a recommendation to buy, sell, or hold a security or asset.
TradePMR
TradePMR is an introducing broker-dealer. Securities-backed lending products, margin loans, and third-party security loans offered, underwritten, and managed by First Clearing, LLC. TradePMR is not a lender. These lending products are subject to First Clearing's exclusive terms, underwriting standards, and credit risk management policies, which may change independently of Robinhood Markets, Inc.’s general forward-looking statements or SEC filings.
1These lending products are offered by First Clearing, LLC. TradePMR is not a lender. Securities-based lending has special risks and is not appropriate for everyone. There is material risks around Security Backed Lending. Maintenance calls and providing lender demand-repayment rights to clients is advisable. Margin borrowing may not be suitable for all investors. When you use margin, you are subject to a high degree of risk. Market conditions can magnify any potential for loss.
Securities-based lending has special risks and is not appropriate for everyone. If the market value of a customer’s pledged securities declines below required levels, the customer may be required to pay down his or her line of credit or pledge additional eligible securities in order to maintain it, or the lender may require the sale of some or all of the customer’s pledged securities. First Clearing will attempt to notify customers of maintenance calls but is not required to do so. Customers are not entitled to choose which securities in their accounts are sold. The sale of their pledged securities may cause customers to suffer adverse tax consequences. Customers should discuss the tax implications of pledging securities as collateral with their tax advisors. An increase in interest rates will affect the overall cost of borrowing. Neither First Clearing nor TradePMR provide tax or legal advice. All securities and accounts are subject to eligibility requirements. Customers should read all lines of credit documents carefully. The proceeds from securities-based lines of credit may not be used to purchase additional securities, pay down margin, or for insurance products offered by Wells Fargo or TradePMR affiliates. Securities held in a retirement account cannot be used as collateral to obtain a loan. Securities purchased in the pledge account must meet collateral eligibility requirements.
Advisor IPO Access
IPO investments involve significant risks, including but not limited to: high price volatility, limited publicly available financial information, potential for substantial loss of principal, lock-up period restrictions, and the risk that the market price may decline below the offering price. IPO investments may not be suitable for all investors. Advisors should independently evaluate whether any IPO investment is consistent with their fiduciary obligations and each client's investment objectives, risk tolerance, and financial situation.
Securities products and services are offered through Trade-PMR, Inc., member FINRA/SIPC. TradePMR is a wholly owned subsidiary of Robinhood Markets, Inc. Securities held in your account are protected by SIPC up to applicable limits.
TradePMR, Inc. is a registered broker-dealer, member FINRA/SIPC, and a wholly owned subsidiary of Robinhood Markets, Inc. This email and any attachments may contain confidential or privileged information. If you are not the intended recipient, please delete it and notify the sender; any unauthorized use or distribution is prohibited. Nothing in this communication constitutes an offer, solicitation, or recommendation of any security or investment strategy. Trade orders, account changes, and time-sensitive instructions are not accepted via email. Electronic communications with TradePMR may be monitored and retained to comply with regulatory requirements. Investing involves risk, including possible loss of principal. For additional disclosures, please visit: www.tradepmr.com.