TradePMR by Robinhood Integrates with Artha to Offer Scenario Based Optimization and Rebalancing
TradePMR by Robinhood, a provider of custodial services and technology solutions for growth-focused RIAs, has announced a new integration with Artha.
TradePMR by Robinhood, a provider of custodial services and technology solutions for growth-focused RIAs, has announced a new integration with Artha.
Advisors who custody with TradePMR can now bring their client account and portfolio data from Fusion into Artha through the API integration between the platforms. Once connected, they can analyze client portfolios, build model strategies, test how allocations may respond to changing assumptions around interest rates, inflation, growth and geopolitical developments, apply optimizations, rebalance and trade accounts, and implement tax-loss harvesting for taxable clients.
Advisors who choose to participate will receive trial access and preferred pricing. Existing TradePMR advisors can reach out to support@helloartha.com for enablement.