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Reimagine
meetings client insights transitions

with TradePMR's Fusion SYNC products

Scaling Up Your Business
Doesn’t Have to Mean
Sacrificing Your Client Experience

Fusion SYNC is TradePMR’s AI-powered suite of products directly accessible in Fusion. TradePMR is committed to bringing advisors new technology in innovative ways to support the growth of independent RIAs. 

In this highly competitive and relational industry, spending time with your clients is key. At TradePMR, we understand that advisors must split time between client meetings that can help fuel growth and tasks that support client experiences. Fusion SYNC is designed to free up advisors’ time so they can focus on their most important asset - the client.
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Learn how TradePMR’s new technology can support your firm's growth.

Fusion SYNC AI-Powered Tools

Fusion SYNC’s latest AI-powered tool expansion includes two new assistants ClientMeet1 and ClientIQ1

ClientMeet

Your AI-Powered Meeting Assistant

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Built for financial advisors, ClientMeet can help reduce the time it takes to prepare client meetings, organize calls and agendas, recap or transcribe meeting notes, or update your CRM.  

Advisors have the potential to benefit from time saved, reduced errors, increased client engagement and the support they need for client scaling.  

ClientIQ

For Quick Client Insights

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This tool can help advisors get comprehensive insights and data from their CRMs that provide a wholistic analysis, empower individual and household level interactions, or identify potential areas of opportunity for growth. 

ClientIQ has the potential to save advisors time, delight customers, and deliver insights that can drive asset growth and help with client retention.  

Transition Assistant

For Bulk Account Imports

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An AI-powered tool designed to streamline the transition of a financial advisor's book of business with efficient data transfer and account population that is designed to take days, not weeks.  

Now available for advisors’ use on bulk account import. 
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Efficiency Without the Hassle

Fusion SYNC leverages AI to move client data from multiple custodian sources into the TradePMR account importer, drastically reducing manual data entry and freeing up your time to focus on what matters most: your clients. 
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AI-Powered Accuracy

We believe data integrity is non-negotiable. Fusion SYNC is designed to cross-check client information for errors, helping to identify and resolve any inconsistencies during transition, not after.  
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Streamlined Transitions

Fusion SYNC reduces the time and complexity involved in transitioning your book of business, designed to ensure a smooth and organized process completed in days, rather than weeks. 
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Scalability for Growth

As your firm expands and you add new advisors, Fusion SYNC is designed to adapt seamlessly, ensuring each transition is as efficient as the last.
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Uninterrupted Client Experience

Moving custodial platforms shouldn’t disrupt your clients. Fusion SYNC is designed to provide a seamless transition process for your clients, allowing you to deliver a consistent client experience. 

Why Transition to TradePMR?

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Built by an RIA, for RIAs

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White-Glove Service

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Innovative Technology

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Tools Designed to Power your Growth

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Seamless Custodial Transition

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Efficiency With Less Hassle

Fusion SYNC leverages AI reducing manual data entry and freeing up your time to focus on what matters most: your clients. 
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Scalability for Growth

As you acquire a new firm, bring aboard a new advisor, or secure new clients - Fusion SYNC tools can help everyone deliver the same quality client experience.
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Sources and Disclosures

1 Fusion Sync’s ClientMeet and ClientIQ are powered by Cognicor Technologies and available for purchase through the Fusion platform. Cognicor Technologies and TradePMR are unaffiliated companies. 

Copyright 2025, Trade-PMR, Inc.

Securities offered through Trade-PMR 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.

Trade-PMR, Inc. is registered with the Securities and Exchange Commissions (SEC) and the Municipal Securities Rulemaking Board (MSRB). The MSRB website address is www.msrb.org. The MSRB provides a link to an investor brochure that describes the protections that may be provided by the MSRB rules and how to file a complaint with the appropriate regulatory authority.
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