Introducing Wealth Portal™ from Fusion Advisor, a robust technology solution that addresses the broadest range of account aggregation and management needs, while helping to build a stronger brand for your business. Wealth Portal provides all the power and flexibility of enterprise-scale account aggregation solutions, in an affordable, easy-to-use, custom-branded package designed specifically for today's independent financial advisor.
Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to:
- Create a single view of all client accounts and assets from over 10,000 online institutions
- Monitor and manage offline and other hard-to-track assets
- Archive and store investment-related documents and other important electronic files.
- Build brand equity by allowing clients to view their portfolios via a customized Web-based portal with your own logo, templated color themes, etc.
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Let Fusion Advisor show you how to get complete, timely, accurate portfolio data right at your fingertips - when and how you need it - while reinforcing your brand! So you can deliver superior service to each and every client, providing greater impact to their bottom line and expanding their net worth. |
