Wealth Portal captures your clients’ complete financial picture on one easy-to-navigate dashboard. You’ll manage your accounts more efficiently, gain a competitive edge, and increase your earnings while increasing your clients’ wealth.

Plus, with this easy-to-use format, your clients will be actively engaged in their own asset management. Because the portal is customized with your company name and logo, every time your clients log on, your name is front and center.

Fusion Advisor’s Wealth Portal:

• Is a powerful wealth-management tool
  —You now have the one tool you need to manage your clients’ assets and cement your position as their trusted financial advisor.
• Increases your earnings
  —All of your clients’ assets are at your fingertips, allowing you to recommend additional services and products to boost their net worth and increase your earnings.
• Gives clients a complete picture
  —Your clients get a concise, up-to-the-minute view of all their assets. They love it!
• Is affordable and portable: You can see how well it works with your existing system
  —The Wealth Portal is a robust, Internet-based enterprise system. But unlike other systems, it’s priced with independent advisors in mind. For the first time ever, you can have the same tools as big wire houses. And because Wealth Portal is Internet-based, it works with any browser. In addition, Wealth Portal works with your existing systems and enhances them.