Next-generation RIA technology
TradePMR’s Fusion advisor workstation enables you to manage virtually every aspect of your practice with intuitive workflows. The Fusion platform is also customizable to allow integration with many leading financial software providers, earning the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score.

Of equal importance is TradePMR’s commitment to you that when you partner with us, you receive dedicated technology training, onboarding assistance and ongoing personal support.

Introducing the next generation of fusion
Fusion’s ongoing evolution includes enhancements to the user experience focused on three core areas: communications, wayfinding, and improving the ease of doing business.

Communications
Keeping you up to date with native messaging about important information that affects your business.

Wayfinding
Navigation changes that help you find features and content more intuitively including advanced search capabilities, favorites, and increased visibility on frequently used elements.

Ease of doing business
Increasing the efficiency of completing tasks through core feature pop-out modules, grid enhancements that mirror spreadsheet functionality, and overview pages with customizable widgets for key navigation elements.