We pioneered the UK’s first fully integrated web-based compliance and practice management system in the UK. This core tool “Enable”, now provides full practice management, client management, consolidated valuations, client reviews and reporting. It offers integrated fund data as well as adviser tools such as risk-profiling and integrated cash flow modelling with an intelligent user interface designed for end-to-end wealth management.
Automated oversight and advice firm look-through allows monitoring, governance and full audit records with cross-referencing of data to enhance controls. And because our technology is developed and maintained by us, we are nimble in responding to regulatory or market changes.
Fully optimised for mobile and tablet, “Wealth Platform” provides a consolidated view of a clients’ wealth, irrespective of wrapper type and provider – whether advised or self-managed. Clients can manage their own data, securely, in real time, with you in control.
With links to over a hundred providers and platforms, and secure communication between clients and advisers, Wealth Platform brings the potential to service a greater range of clients than face-to-face advice alone. With clients demanding more online, Wealth Platform allows them to access and manage their aggregated wealth at any time, on any device.
Offering access to a wide range of Discretionary Fund Managers and investment instruments, the Fusion Wealth platform is a technology-driven investment platform with its own discretionary permissions, capable of delivering firms’ Centralised Investment Propositions in one place.
Should you choose to use it, Fusion Wealth provides a full-service platform environment which forms a tightly integrated part of our wider solution set with sophisticated business processing, trading and tax management.
Our approach is objective and impartial. We work with the vast majority of insurance companies, investment and pension providers and retail platforms.
Our applications are combined into a single web-enabled hub. One secure, intelligent sign-on enables advisers to access all our applications, all sharing the same live data. We work with some of the most successful financial planning firms in the UK. Bringing the power of technology to advice and wealth management.
For new sales enquiries, please call 01403 334411
For all other enquiries, please call 01403 334455