<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=926375548331994&amp;ev=PageView&amp;noscript=1">
SYNERGY26 logos white-mint

All Access Day - June 2nd

Register to secure your spot for the session(s) that interest you.

SYNERGY26 kicks off with All Access, a hands-on opportunity to connect directly with TradePMR experts for in-depth training sessions and an inside look at what’s new in Fusion. Join us on June 2 at 1pm EST for live demos, intimate training sessions, practical guidance, and real strategies you can put to work immediately.

Come see firsthand why TradePMR and Fusion won “Industry Disruptor of the Year” at the 2025 ThinkAdvisor Luminaries awards.

Sessions

Leveraging Fusion’s Robust Digital Account Opening Tool

This hands-on demo and Q&A with the TradePMR team shows how Fusion can quickly open accounts electronically while leveraging new features around firm branding, in-person digital signatures, integrations with leading CRMs, and more.

Session Leaders: Jason Simmons, Product Operations Manager; Sherry Akanni, Account Maintenance Supervisor

Power Your Tech Stack with CRM Integrations

Learn how Fusion connects to a broad ecosystem of leading technology providers so your technology works the way your business does. Fusion earned the highest rating among custodians in The Ezra Group’s WealthTech Integration Score.

Session Leaders: Marcel Tsai, Product Integrations Lead; Rob Deguzman, Systems Program Manager

Using Fusion’s Integrated Fee Billing System

See how you can simplify billing with a fully integrated system designed to reduce errors and improve security while never having to leave the Fusion platform.

Session Leaders: Kelby Bryant, Manager of Transitions; David Willenborg, Client Relationship Senior Associate

Maximizing Fusion's Trading Platform

Learn how you can better execute trades with speed and precision using model, basket, and rebalancing tools designed specifically for RIAs. Fusion's trading capabilities were ranked the best among its peers by The Oasis Group, with workflows built for scale and control.

Session Leaders: Blake Muller, Trading Manager; Joshua Shebroe, Client Relationship Manager

Securities-Backed Lending at TradePMR

Expand your offering with flexible asset-backed lending solutions at competitive rates that help clients access liquidity while staying invested—strengthening relationships and differentiating your practice.

Session Leaders: Sherry Akanni, Account Maintenance Supervisor; Robert Brinson, Client Relationship Senior Associate

 

All Access Day Session Registration

Please select the SYNERGY26 Full Access training sessions you’d like to attend. Sessions are led by TradePMR subject matter experts and relationship managers with dedicated Q&A time.

Note: Some sessions have multiple time slots for your flexibility, but will cover the same material.

Sources and Disclosures

Copyright 2026, 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.

By accessing this website, you agree to the TradePMR’s Internet Privacy and the Use of Cookies. Please see Privacy Policy for the TradePMR’s Internet Privacy and the Use of Cookies.