TradePMR SYNERGY Conference 2026

June 2-5, 2026 · Washington, DC

SYNERGY is TradePMR's annual conference for the RIAs that custody with it. TradePMR built its business serving independent advisors who wanted an alternative to the largest custodians, and its 2026 conference followed the firm's acquisition by Robinhood — which made the platform roadmap sessions unusually consequential.

Who attends

Principals and operations leaders at TradePMR-custodied RIAs, breakaway advisors evaluating custodians, and the technology and asset management partners integrated with the platform.

What was on the agenda

• TradePMR platform and technology roadmap

• Custodial service, trading and operations

• Practice growth and advisor transitions

• Integrations across CRM, portfolio management and planning

Why custodian choice puts the integration question in front of you

Changing or adding a custodian forces a firm to confront how tightly its reporting, billing and CRM are coupled to a single data feed. Firms that built on a custodian-agnostic data layer can add or move custody without rebuilding their operations; firms that did not discover that the custodian decision quietly became a whole-stack decision.

Milemarker is the data infrastructure layer for wealth management, connecting custodial feeds alongside 130+ other systems on vendor-agnostic architecture.

Talk to us about your firm's data layer