Wealthbox is excited to announce a new integration with TradePMR, a leading custodial services provider built exclusively for RIAs. Founded by an RIA over 25 years ago, TradePMR has empowered independent advisors with innovative technology, exceptional service, and dedicated support to help them grow and scale their firms. With this integration, advisors using TradePMR’s Fusion platform can now experience seamless connectivity with Wealthbox—helping bring together custodial operations and modern CRM functionality.
Whether advisors are opening new accounts, managing client relationships, or moving between platforms, this integration is designed to eliminate friction, enhance productivity, and improve the client experience.
Join us for a live webinar on Tuesday, June 17th at 2:00 PM ET to learn more about the integration between TradePMR and Wealthbox.
R. Scott Victoria, Chief Operating Officer at TradePMR
“We’re excited to build this integration between our Fusion platform and Wealthbox, a technology that many advisors depend on to run their businesses efficiently,” said R. Scott Victoria, Chief Operating Officer at TradePMR. “We are committed to iterating and innovating our technology solutions to better support RIA growth.”
“Our integration with TradePMR makes it even easier for advisors to work efficiently across platforms,” said Jeff Mello, President and CFO at Wealthbox. “By simplifying workflows between Fusion and Wealthbox, we’re helping advisors stay focused on serving clients.”
Jeff Mello, President and CFO at Wealthbox
How it works
The integration between TradePMR and Wealthbox is designed to streamline workflows and improve RIA firms’ operational efficiency. At the core of the integration is single sign-on (SSO) functionality, allowing advisors to access Wealthbox from within TradePMR’s Fusion platform securely—and vice versa—with a single login. This simplifies the login experience and ensures quick, secure access to both systems.
In addition to SSO, the integration enables advisors to pull client data from Wealthbox into Fusion, helping to streamline and accelerate the account opening process. By eliminating the need for manual data re-entry, this feature reduces the potential for errors and saves valuable time. Together, these capabilities provide a more unified experience across Wealthbox and TradePMR, helping advisors focus on what matters most—serving their clients and growing their businesses.
Learn more
- Integration Page: Learn more on the TradePMR and Wealthbox integration page and share with coworkers.
- Help Center: Ready to use now? Enable the TradePMR and Wealthbox integration with easy instructions.
Join us for a live webinar on Tuesday, June 17th at 2:00 PM ET to learn more about the integration between TradePMR and Wealthbox.
