Welcome to the AI layer built directly into TradePMR’s Fusion platform. No new logins to memorize. No new vendors to manage. Included today with Fusion access.
Portfolio Digest
Be attentive, not reactive.
Spot the specific movers and drivers behind a portfolio's performance before your client has to ask.
Skip the raw data.
Get a concise summary of potential factors behind portfolio movement — context to inform your analysis, not just numbers.
Boutique service, at scale.
Portfolio Digest helps you deliver a high-touch experience across every household.
Level up the edge you already bring — now backed by Robinhood Cortex for Advisors.
What Portfolio Digest shows you*:
| Current Account Size & Chart: |
Household or account AUM, with the $ and % change over the past week with a chart of movement over the period. |
|---|---|
| Macro overview: | A 3 to 4 sentence market narrative built from the SPY digest, personalized with sector and industry context when that data is available from the account's AUM drivers. |
| Portfolio Movers: | Security-level detail, tagged as a Top Mover (largest % move) or AUM Driver (largest $ move), each with 2 to 3 sentences of context, price, and % change since prior close. |
*To demonstrate platform functionalities, real securities symbols are used. This is for illustrative purposes only and not a recommendation to buy, sell, or hold.
Secured Control
Your clients' data stays put with secure authentication.
All data used by Robinhood Cortex for Advisors is secured using mutual TLS (mTLS), ensuring authentication between all data lakes prior to any data exchange. Data transferred between systems is encrypted both in transit and at rest, and account numbers are verified against advisor records in Fusion during digest generation to prevent unauthorized data access. In accordance with client privacy and data protection standards, no client data is shared with the underlying model used to generate digests.
Tax Insights
Tax Insights actively works for your clients’ bottom line by helping you identify potential, high-impact actions including:
- Tax-loss harvesting
- Gain deferrals
- Asset reallocation
Optimize after-tax outcomes effortlessly and bring value to your clients before they even ask.
Meeting Prep
Speed up your meeting prep for client equipped with:
- End-to-end meeting lifecycle automation**
- Comprehensive client and portfolio context
- Recent account activity
- Tailored talking points
All captured proactively. No prompts. No additional tacked on tools. It's all right in Robinhood Cortex for Advisors.**
After your calls, you automatically can review key outcomes and assigns next steps, without having to pivot to other platforms or software.
Walk into every client review more prepared and in a fraction of the time, and leave the administrative follow-up to Robinhood Cortex For Advisors.
No new logins to memorize. No new vendors to manage. Included with Fusion access.
*Robinhood Cortex for Advisors does not provide tax advice. For specific questions regarding your tax situation, consult a tax professional. Availability is subject to change and not guaranteed.
**Advisors retain full responsibility for meeting compliance, documentation, and client communications. Robinhood Cortex for Advisor does not record any meetings or calls. Meeting Recap requires an Advisor to use a connected CRM to synthesize meeting notes and provide potential action items. Availability is subject to change and not guaranteed.
Frequently Asked Questions
What does Robinhood Cortex for Advisors do to fit into my current workflow?
It integrates directly into the tools you already use, meaning there is no new system to learn and no extra steps to take, reducing clicks rather than adding them.
Does Robinhood Cortex for Advisors Portfolio Digest require a subscription?
No, Robinhood Cortex for Advisors Portfolio Digest is embedded directly into TradePMR’s platform Fusion and is available from day one of general availability to all users with the feature enabled by their firm’s practice administrator.
What does Robinhood Cortex for Advisors NOT do?
It does not execute trades, automatically rebalance portfolios, or replace human advisor judgment. Advisors always retain full control over all actions, trades, and recommendations, and all platform outputs require independent review.
Can I prompt Robinhood Cortex for Advisors?
Currently, Robinhood Cortex for Advisors is a proactive insight tool. The AI solution is built specifically to be an intelligence layer unifying information from your CRM, custody, and portfolio data into actionable insights.
What does Robinhood Cortex for Advisors do with client data and privacy?
TradePMR by Robinhood is building tech for your growth as an RIA
Learn how you can unlock your capabilities with AI
© 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.
You should carefully review this disclosure, which contains key information about the functions, limitations, and risks associated with the Robinhood Cortex for Advisors Digests and Portfolio Digests features.
These features are made available to your account at Trade-PMR, Inc. (also known as “TradePMR” or “TradePMR by Robinhood”) , Member SIPC, under a license from Robinhood Markets, Inc., which retains the "Robinhood Cortex for Advisors" and "Portfolio Digests" branding. TradePMR is the broker-dealer member responsible for making these features available to accounts held at TradePMR.
Robinhood Cortex for Advisors Digests uses generative artificial intelligence to summarize recent news, events, and market information related to a selected security or asset. These summaries are intended to provide quick context for market developments at a specific point in time.
Where Portfolio Digests are made available to an investment adviser exercising discretionary authority over a client account, references in this disclosure to "your account," "your portfolio," or "your investment objectives, risk tolerance, or financial situation" refer to the underlying client account and the client's own objectives, risk tolerance, and financial situation as known to the adviser — not to the adviser's personal circumstances.
Portfolio Digests
Portfolio Digests use generative artificial intelligence to analyze information from client accounts, including holdings and related market data, to highlight news and events that may affect your portfolio. Summaries may call out factors that contributed to recent portfolio movement and may spotlight upcoming events that could influence future movements.
Use and Limitations
Robinhood Cortex for Advisors and Portfolio Digests are provided for informational purposes only. They are not investment advice, investment research, or recommendations to buy, sell, or hold any security or asset.
This applies equally where an investment adviser accesses Digests in connection with client accounts: Digests are not a recommendation, and should not be construed as a recommendation, to the adviser to buy, sell, or hold any security or asset on behalf of its clients.
The content is automatically generated and should not be interpreted as a price target, forecast, or indicator of future performance, and is provided for informational purposes only.
The summaries are automatically generated and do not reflect your personal investment objectives, risk tolerance, or financial situation. They should not be viewed as performance analysis.
These features do not provide all the information necessary to make an investment decision. Where accessed by an investment adviser in connection with a client account, whether the adviser exercises discretionary or non-discretionary authority over that account, Digests do not relieve the adviser of its independent fiduciary duty of care under the Investment Advisers Act of 1940 and applicable state law, including the obligation to independently evaluate whether any security or asset is suitable for the client's account, objectives, and investment strategy before trading. Digests do not substitute for the adviser's own investment analysis and are not directed to, and should not be relied upon by, the underlying client as investment advice from TradePMR or Robinhood. Digests generated in connection with a client account are made available to the adviser only and are not made directly available to the underlying client through this feature. Any decision to share Digest content with a client, in whole or in part, is made solely at the adviser's discretion and remains subject to the adviser's own compliance obligations, including under the Investment Advisers Act of 1940 and, to the extent applicable, Rule 206(4)-1 thereunder.
Because these features use generative artificial intelligence, the content may include inaccuracies or AI-generated statements that do not reflect verified facts, current market conditions, or actual events.
Both features rely on proprietary and third-party data sources. Neither TradePMR nor Robinhood guarantees the accuracy, timeliness, or completeness of the information provided.
Third-party statements and opinions have not been verified and do not represent the views of TradePMR or Robinhood. Sherwood Media, an affiliated but separate and independent media outlet, may be used as a news source. Sherwood Media is neither a broker-dealer nor an investment advisor.
For Portfolio Digests, any relationships identified between market developments and your holdings are algorithmic and not predictive. They should not be viewed as causal or as guarantees of performance.
Where Digests are generated at the account level for a client served by a discretionary adviser, the adviser remains solely responsible for determining the relevance of any identified relationship to that client's specific investment strategy, mandate, or investment policy statement — Robinhood does not assess account-specific mandates in generating Digests.
An adviser accessing these links on behalf of a client account is responsible for independently determining whether the referenced product is consistent with the client's account agreements, investment guidelines, and the adviser's own authority to trade such products on the client's behalf.
Coverage and update frequency may vary based on market conditions, portfolio composition, eligibility, and the availability of relevant information. Coverage is not available for all securities or assets, and neither TradePMR nor Robinhood has an obligation to correct or reissue a Digest if the underlying data later changes or becomes inaccurate.
Robinhood may modify, suspend, or discontinue Robinhood Cortex for Advisors and Portfolio Digests at any time without notice. Availability of these features may change over time. They reflect information only as of the displayed time and date and may update as frequently as every five minutes based on the volume of relevant news, although updates are not guaranteed at any set interval.
Robinhood Cortex for Advisors and Portfolio Digests are made available under license from Robinhood Markets, Inc. and are subject to your account agreement with Trade-PMR, Inc., under which these features are made available to your account. These features may be updated or changed periodically as Robinhood enhances or modifies its products and services. Updates to their functionality or disclosures may be communicated through Fusion. Where an update involves a material change to the risk disclosures or the fiduciary-duty description set out in this disclosure, TradePMR will provide advance notice and request affirmative acknowledgment before you may continue using the features. For non-material updates, continued use after posting indicates that you've reviewed the most recent information.
Robinhood Cortex for Advisors and its technology are owned and offered by Robinhood Markets, Inc. and made available to your account by TradePMR under license.
Robinhood Cortex for Advisors Digests and Portfolio Digests for securities are provided by Trade-PMR, Inc., member SIPC. Trade-PMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.