live Webinar Integration Demos

How Advisors Use TradePMR and Wealthbox for Streamlined Account Management

Tuesday, Jun 17, 2025 at 2:00 PM ET

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Join us for a live webinar to see how advisors using TradePMR and Wealthbox streamline workflows and simplify client account management. Learn how to access Wealthbox from Fusion, pull client data to prefill forms, and enhance CRM efficiency with single sign-on.

This webinar will cover:

  1. How TradePMR supports RIAs through its Fusion platform
  2. How Wealthbox’s “social CRM” product design allows advisors to collaborate as a team and manage client relationships like never before
  3. How the integration allows advisors to move between platforms with ease and leverage client data across systems
  4. The benefits of the TradePMR and Wealthbox integration, and how to get started with ease

Speakers

R. Scott Victoria

COO

TradePMR

Jenna Ghibaudy

Product Specialist

Wealthbox

“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.”

R. Scott Victoria

Chief Operating Officer at TradePMR