About Synergize
Co-hosted by Bill Coppel, Chief Client Growth Officer at TradePMR, and Ryan Neal, Senior Editor at TradePMR, Synergize is a guide to navigating the evolving wealth management landscape in an AI-driven world.
In each episode, we dive deep into topics that we believe matter most to RIAs, uncovering insights and strategies designed to help your business thrive in an ever-changing landscape. Through unscripted conversations with thought leaders, practitioners, and subject-matter experts, Synergize offers actionable ideas that can help you build enterprise value.
Meet Your Hosts
Bill is focused on delivering insights, services, and solutions to help future-focused RIA firms achieve sustainable growth. Before joining the TradePMR leadership team, Bill held leadership positions across the financial services industry. Most recently, he founded a consultancy focused on providing strategies and solutions to support the sustainable growth of wealth management firms.
As a journalist, Ryan spent nearly a decade reporting on and writing about the wealth management industry at publications including WealthManagement, Financial Planning and InvestmentNews. In 2023, his “On Technology” column won an Eddie award for best B2B column covering banking, business, or finance. Ryan joined TradePMR in 2024 to work on content initiatives, including the Synergize podcast. He lives in New York City with his fiancé, cat, and dog.
In 1998, Robb Baldwin was an RIA who envisioned a custodial services provider uniquely focused on offering the best technological tools and extraordinary support and service to RIAs. That vision became TradePMR.
By RIAs, for RIAs
For more than two decades, TradePMR has worked with growth-minded independent registered investment advisors (RIAs), providing innovative technology tools and support designed to transform their businesses. The privately-held brokerage and custodian services provider (Member FINRA/SIPC), based in Gainesville, Fla., works to streamline investment advisors' operations through comprehensive custodial, operational, and trading support.
Seamless Transition
Whether you are a breakaway broker or an existing RIA, our dedicated transition team walks each firm through a tailored conversion that takes into account each firm’s unique timeline and demands. As an ACAT-eligible firm with digital customer onboarding, our process is streamlined, and positions are transferred with as little downtime as possible.
Top Rated Technology1
Evolving from more than a decade of experience and feedback from thousands of successful advisors, TradePMR offers tech solutions specifically designed for independent RIAs. Learn why your peers rated our custody platform Fusion number 1.1.
White Glove Service
You’ll never get the call center treatment from TradePMR. You’ll know our staff by name and have direct numbers for whomever you need to call. Get the resources, training and dedicated support you want to operate efficiently and successfully.
Exclusively RIA
Without a rival retail division, we don’t compete for your clients’ assets or attention. Ever. We focus solely on independent financial advisors, which means we serve your business like it’s our own.