| Title: | Fusion Advisor - Client Management Software for Financial Ad - http://www.fusionadvisor.com/wealthportal.php |
| |
| Description: | Fusion Advisor positions you to become the primary financial advisor for your client by providing the tools to increase assets under management, identify cross-selling opportunities, and expose under-performing competitors’ accounts. Fusion’s WealthPortal platform captures your clients’ aggregated data and exports it into the portfolio management, financial planning, portfolio modeling system that you currently use. Easy to use: Get instant access to overviews of client data, then quickly drill down to the information you need. See the big picture: With Fusion Advisor, you can aggregate, update and monitor opportunities or problems with your client’s portfolio using a system that you are comfortable and familiar with – your own. |
| |
| Details: | This website was listed in the Computers: Software category, suggested by Rick Archer and added on September 13, 2007 05:48:22 PM. It has been assigned an ID of 376 and has received 1 hits since being listed. |
| |
| More Resources: | |
| |
