WEST CHESTER, PA — TradePMR by Robinhood is integrating Artha’s portfolio-analysis platform into its adviser technology stack, giving registered investment advisers access to scenario-based stress testing, optimization, rebalancing and tax-loss harvesting tools as firms seek more scalable ways to customize client portfolios.
Advisers who custody assets with TradePMR will be able to connect client account and portfolio data from the company’s Fusion platform directly into Artha through an API integration, according to the companies.
Once authenticated, client data will automatically import into Artha, allowing advisers to analyze existing portfolios, apply optimization models, rebalance allocations, execute trades and implement tax-loss harvesting strategies for taxable accounts.
The integration also gives advisers access to Artha’s scenario-analysis tools, which are designed to test how portfolios may respond to changes in interest rates, inflation, economic growth and geopolitical conditions.
That capability is intended to let advisers compare allocation trade-offs and adjust portfolios based on individual client preferences and long-term investment objectives rather than relying solely on static model portfolios.
“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,” Artha co-founder and President Justin Lowry said.
Lowry said the TradePMR integration is intended to make that type of portfolio construction and customization available at greater scale.
Advisers will sign up directly with Artha. Participating TradePMR firms will receive trial access and preferred pricing, though the companies did not disclose specific pricing terms.
Artha was developed by Global Beta Advisors and is designed for registered investment advisers managing portfolio construction, optimization and customization. Its tools combine scenario-based analysis with portfolio management workflows.
TradePMR by Robinhood provides custodial services and technology to registered investment advisers.
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