Integration
Jump +TradePMR Fusion
Bring client and account data from TradePMR Fusion into Jump’s Pre-meeting prep and AI Associate, giving advisors more context for client conversations.
Key benefits
Prepare with client context
Bring TradePMR Fusion information into Pre-meeting prep.
Find information in Jump
Use AI Associate to access supported TradePMR data without switching tools.
Review account details
Access accounts, balances, positions, and tax lots.
Connect client context
Include client and account-group data in supported Jump workflows.
Feature details
The documented integration reads:
Accounts, balances, positions and tax lots, client and account-group data.
How it works
In Jump, open Profile & settings → User settings → Integrations → Add an integration.
Under the Custodian tab, select TradePMR and click Add integration.
Sign in with TradePMR credentials and grant Jump access.
Confirm the success banner and TradePMR tile under Active integrations.
Resources
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