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Why Do Advisors Love Fusion?

It's intuitive. Top Rated.1 AI Enabled.

 

Imagine a custodial platform that streamlines account openings, is designed to integrate seamlessly with your CRM, and delivers a consistent branding experience for your clients. That’s Fusion by TradePMR. 


Our leading platform1 has evolved from more than a decade of experience and feedback from thousands of successful advisors. Find out why.

 

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Fusion earned the highest average advisor satisfaction rating among custodial platforms in the T3/Inside Information Survey in 2024, 2022, 2021 and 2019.1

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Fusion received the highest advisor satisfaction score in the Online Portfolio Management category of the 2024 T3/Inside Information Survey.1

Asset 157@4x-8

TradePMR received the highest score among custodial platforms on the Ezra Group’s WealthTech Integration Score.2

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The Oasis Group ranked TradePMR “best for trading capabilities among 10 peers” in 2024 and recognized Fusion’s strong digital account opening and billing features.3

Schedule a Live Fusion Demo

Find out if Fusion can help your business grow.

 

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

Thinking about making your move to TradePMR? Let our AI-powered Transition Assistant help streamline the transition of your book of business with efficient data transfer and account population designed to take days, not weeks.

LEARN MORE

    Sources and Disclosures

    1 2024 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.

    2 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.

    3 “Vantage Point Peaks for Custodian Platforms – TradePMR,” The Oasis Group LLC; H2 2024.

    TradePMR and Joel Bruckenstein (T3 Technology) are not affiliates. Joel Bruckenstein received no compensation for his endorsement of TradePMR.


    Copyright 2023-2025, TradePMR, Inc.

    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.

    TradePMR, 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.
    Market volatility, volume, and system availability may impact account access and trade execution.

    TradePMR, Inc. is a wholly owned subsidiary of Robinhood Markets, Inc.

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