SMArtX’s direct integration with the TradePMR custodial platform seamlessly connects your UMA strategies with Fusion, TradePMR’s advisor-centric custody and operational hub. This integration consolidates account, trading, and reporting data in real time, eliminating manual tasks and maximizing efficiency. With SMArtX working alongside Fusion, you unlock the power to apply multiple strategies across unified accounts without adding complexity to your workflow.
SMArtX x TradePMR
By integrating your TradePMR Fusion client accounts into the SMArtX unified managed account (UMA) platform, you benefit from streamlined workflows encompassing account opening, trading, reconciliation, and performance insights, all in one interface. Fusion’s robust advisor features are retained while SMArtX delivers automated trading, tax-aware rebalancing, and model-driven operations, enhancing TradePMR’s capabilities with powerful UMA tools.
Fusion is widely recognized for its excellent integration flexibility and advisor satisfaction. It has earned top honors in the Ezra Group’s WealthTech Integration Score and received high marks in the 2024 T3/Inside Information Survey.
Support for Small- and Large-Scale Advisor Firms
Whether managing a tight-knit advisory team or a high-volume RIA operation, SMArtX supports TradePMR clients at every scale. Fusion’s intuitive, customizable workflows support unified oversight, while SMArtX layers in enterprise billing, performance analytics, and model-based trading automation. You can manage TradePMR accounts alongside other custodians in one interface, reducing manual oversight and enabling seamless scaling of your UMA processes.
Unify your SMArtX-powered workflows across custodial platforms like TradePMR, Schwab, Fidelity, and others. Focus more on strategy and less on reconciliation, knowing your data is accurate, current, and accessible in SMArtX.
Discover how SMArtX can amplify your TradePMR experience by booking a demo today.
