Benefits
Fusion Advisor’s all about empowering financial advisors to provide a clear uncomplicated view of a client’s financial accounts while synchronizing with the advisor’s financial systems. Less data entry time means more proactive advice and growth.”
– Aaron J. Smith Sr | Founder / CEO
“Fusion Advisor has been an outstanding account aggregation platform for our clients. The portal provides a value added service for our clients, while providing the advisors a tool to maintain touches and accumulate additional assets under management.”
– Andrew Kinney. | jw-cole.com
“When financial advisors are looking for a client portal with account aggregation, I always recommend the Wealth Portal. Their (a) integration partners, (b) easy to use platform, and (c) branded customization makes the Wealth Portal any easy choice for any advisor.”
– Matt Peterson | miagd.com
Your clients will view their portfolios through a web-based portal you can brand and customize.
- Sport your own logo, template color, theme, etc.
- Capture their complete financial landscape.
- Simplified dashboard provides real-time snapshots for proactive advice.
Simplify your wealth management strategy and leverage the full influence of your existing financial systems.
- Create a single view of all client accounts from 10,000+ online institutions.
- Easily manage both offline and other hard to track assets.
- Archive and store investment related documents or other important electronic files.
Finally manage your accounts like a pro and gain the competitive edge that increases earnings for you and your clients!
- Our intuitive formatting and presentation style will compliment your strategies.
- Clients will become more actively engaged in their own asset management.
- Leverage next-gen account aggregation for office, advisors, teams, and enterprise.
