CRM Integration

The problem with virtually all retail Wrap and Platform is lack of integration, the management of legacy assets and interfacing between the firms trading solution and their Client Relationship Management Software. Fusion Wealth builds absolute technology and innovative solutions such as our proprietary ‘intellisync’ push and pull synchronisation suite which goes way beyond a simple Origo Standard Wrap valuation service.

Adopting an absolute approach means that a firm can build their own fully integrated portal which fits the needs of their clients rather than having to put up with fragmented technology or off the shelf solutions with an integrated third party platform.

We empower firms by putting them in control of their own technology and platform. This means that they can deliver a truly bespoke service without additional third party charges. In addition, firms can maintain independently sourced investment solutions and provide their clients with best of breed product wrappers.