We're building something new.

Fusion Advisor builds custom client portals for independent advisors and Firms. Something new is coming. Not open to the public yet.

Direct data integrations

We retrieve, parse, and normalize your firm's data. Automatically.

And more on request

Where we sit

Most advisor client portals look the same. Expensive or cheap, your logo on someone else's product, the same dashboards every firm has.

We're a software development firm. Custom builds on a versatile foundation we already own, so work starts above zero, not from scratch. Firms find us when they want a portal that doesn't look like every other firm's, or after trying to build one themselves and learning what that costs.

What we build

Powered by your existing reporting data. Already reconciled, presented true to your firm. Not a standard statement.

Custom imports for hard-to-track assets
Mass statement upload for off-system accounts
Household-level organization
White-labeled on your own domain or subdomain
Client wealth shown your way, not how everyone else does it
Extends to related advisors of your firm

For firms with a build in mind

Need custom client portal work?

We take on a small number of bespoke portal builds each year. Advisor-facing, client-facing, or both. If you have a project that fits, reach out and we'll tell you straight whether it's one we can do well.

You asked. We listened.

A command center for the growing firm.

Not every firm needs a custom build. Enough advisors asked for the same thing that we're building it: a productized command center for the growing firm. Get on the list and we'll tell you when the door opens.

Join the list