The first feature from Robinhood Cortex for Advisors is now rolling out inside Fusion, giving RIAs that custody with TradePMR proactive, AI-generated insights into a client’s investments at no added cost

During the annual SYNERGY conference, TradePMR by Robinhood announced Robinhood Cortex for Advisors: a new AI layer built directly into our Fusion platform, designed to help independent advisors move faster without adding another vendor, login, or line item to their tech stack. 

Now, that vision is coming to life. Portfolio Digest, the first feature in the Robinhood Cortex for Advisors suite, is rolling out to RIAs that custody with TradePMR.

“Together, Robinhood and TradePMR are defining the next era of wealth management,” said Steve Quirk, Chief Brokerage Officer at Robinhood, when Cortex for Advisors was first unveiled. Robinhood’s advanced technology and resources combined with TradePMR’s trusted expertise could empower advisors and their clients to pursue their financial goals more effectively, he added.

What Portfolio Digest Does

Most advisors start their week piecing together portfolio context from a handful of places: a custodial dashboard here, a market news alert there, a quick scan of overnight headlines before a client call. Portfolio Digest collapses that into one view, directly in Fusion, TradePMR’s technology platform built for independent advisors, and helps explain not just how a portfolio moved, but why. 

Every digest opens with a headline: the account or household’s current AUM, along with the dollar and percent change over the past week, paired with a chart of that movement. From there, a brief macro overview translates broader market conditions — rate expectations, sector rotation, geopolitical developments, etc. — into a few plain-language sentences of context. Beneath that, Portfolio Digest breaks performance down to the security level, tagging each holding as either a Top Mover (largest percentage move) or an AUM Driver (largest dollar move) and briefly explaining what’s behind the move.

Portfolio Digest is not a chatbot that advisors need to prompt for information. It’s a narrative layer on top of the portfolio data advisors already see in Fusion. There’s no separate subscription, no new vendor to vet, and no additional login to remember. It’s available today for firms that use TradePMR’s Fusion platform.

Portfolio Digest isn’t client-facing, isn’t intended to substitute for formal client statements or performance reports, and isn’t investment advice or a recommendation of any security or strategy. Advisors retain full investment discretion over every account. 

“We believe the advisors who can embrace emerging AI technology to make their firms more efficient will be best-positioned for future growth,” said Scott Victoria, President and Chief Operating Officer of TradePMR by Robinhood. “Robinhood Cortex for Advisors is built to help advisors have deeper, more proactive conversations with clients while helping reduce the time it takes to track down the relevant information that defines portfolio movement.”

And because we know that data privacy and security are top-of-mind for advisors, we want you to know AI model providers do not retain client or account data. Please see more details on the Robinhood Cortex for Advisors: Security & Trust page.

What’s Next for Robinhood Cortex for Advisors

Tax Insights and Meeting Prep features are scheduled for releasewithin Robinhood Cortex for Advisors later this year.

“Everything we announced at SYNERGY26 is to help independent advisors grow and deliver even greater value to their clients,” said Kate Mapstone, Head of RIA Strategy at Robinhood. “By unlocking AI technology, we are putting RIAs in a stronger position than ever before.”

Portfolio Digest is rolling out now to firms that custody with TradePMR’s, with access enabled through each firm’s practice administrator in Fusion. To learn more, visit tradepmr.com/robinhood-cortex-for-advisors.