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.”
“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.”
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.