TradePMR by Robinhood, a provider of custody and technology for growth-focused registered investment advisers, has integrated with WealthTech platform Artha to bring AI-driven portfolio construction, scenario analysis and rebalancing capabilities into the adviser technology stack.
The integration connects TradePMR’s custody infrastructure with Artha’s portfolio management technology, allowing advisers to analyse existing client portfolios, create model strategies and test potential allocations against different economic and market conditions. The move gives RIAs access to more connected digital tools for managing investment decisions and client portfolios.
Artha’s platform enables advisers to assess how portfolios could respond to changes in interest rates, inflation, economic growth and geopolitical developments. By incorporating these scenarios into portfolio construction, advisers can examine potential outcomes, assess allocation trade-offs and adjust strategies around individual client preferences and longer-term investment objectives.
The technology is connected through an API between Artha and TradePMR’s Fusion platform. Once advisers register with Artha and authenticate their accounts, client account and portfolio information can be imported automatically from Fusion. This removes the need for manual data transfer and connects custody data with portfolio analysis and management workflows.
Following the integration, advisers can use Artha to analyse client portfolios, apply optimisation strategies, rebalance and trade accounts, and implement tax-loss harvesting for taxable clients. Participating TradePMR advisers will receive trial access to the platform and preferred pricing.
The integration reflects the increasing convergence between custody infrastructure and WealthTech software, with investment advisers able to access more portfolio management capabilities through connected platforms rather than relying on separate systems for data, analysis and execution.
TradePMR has worked with independent registered investment advisers for more than two decades, providing custody, operational and trading support alongside technology solutions. The Clearwater, Florida-based brokerage and custodian is a member of FINRA and SIPC and is a wholly owned subsidiary of Robinhood Markets.
Artha is a WealthTech platform developed by Global Beta Advisors for registered investment advisers. Its technology combines portfolio construction, optimisation and customisation with scenario-based analysis. Global Beta Advisors brings more than 50 years of combined portfolio management experience across global asset allocation, risk management, separately managed accounts and exchange-traded fund development.
The integration also strengthens the technology layer available to RIAs using TradePMR, linking portfolio data with tools designed to support investment analysis, optimisation and execution within the adviser workflow.
Artha co-founder and president Justin Lowry said, “With the increasing complexity of markets and client demand for portfolio customization, advisors are looking for tools that help them evaluate portfolios across a range of possible macro scenarios rather and the ability to provide customization at scale.”
Lowry added, “Integrating with TradePMR allows us to make scenario-based portfolio construction and client customization easily accessible to their advisors.”
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