$21.75
Per active user, per month
billed annually
$25 billed monthly
For advisors and their administrative staff to view the firms assets through an executive dashboard
Advisor
$65.75
Per active user, per month
billed annually
$79 billed monthly
For teams ready to expand their brand online by offering responsive client portals
Office
$82.50
Per active user, per month
billed annually
$99 billed monthly
For firms that need SSO, unique asset class, batch files, and their own domain
Fusion Advisor Enterprise
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| Organization-wide search, direct messaging, and announcement-focused channels |
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| Unlimited workspaces, customized around the people, information and apps that matter most to a team |
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| Channels that connect multiple workspaces within your organization |
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| Security, compliance, billing, and platform integration management in a single view |
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| Support for integrations with Data Loss Prevention (DLP), e-Discovery, Enterprise Mobility Management (EMM), and offline backup providers |
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| 1 TB (1,000 GB) of storage per user |
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| Dedicated account and customer success teams |
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| Priority support, including in-language support during regional business hours and English support available. |
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Commonly asked questions
What are my payment options - credit card and / or invoicing?
Under Construction – Please check back later
Our team has several accounts whick are not being actively used, but which we don't want ti disable. Do we still have to pay for them?
Under Construction – Please check back later
Our team has several accounts whick are not being actively used, but which we don't want ti disable. Do we still have to pay for them?
Under Construction – Please check back later
My team has credits. How do we use them?
Under Construction – Please check back later
We need to add new users to our team. How will that be billed?
Under Construction – Please check back later
My team wants to cancel it's subscription. How do we do that? Can we get a refund?
Under Construction – Please check back later
Compare Plans
Dashboard
Advisor
Office
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