The Fusion Wealth Platform is a customisable cloud based technology solution which enables our customers to build their own platform in order to manage client assets through General Investment Accounts or Individual Savings Accounts. In addition, funds can be routed through best of breed tax wrappers such as Self Invested Pensions, Offshore and Onshore Bonds.
Fusion Wealth are able to leverage volume of assets to negotiate discounts on almost 8,000 UK and Offshore funds and can also offer institutional pricing to discretionary fund managers, trusts and charities. The Fusion Wealth Platform supports trading and transactions on 100 stock exchanges in 53 countries and 31 currencies, all using straight-through processing.
Our intellisync data interface has been designed to give the end investor the best possible wealth management experience and provides tools such as legacy valuation and integration, trade aggregation for direct equities, hedge funds and ETF’s, automatic ISA and country of residence tax harvest from General Investment Accounts.
The ability to intelligently manage portfolio strategies from the top down allows investment policy staff to retain the structural integrity of their client portfolios without the need to rebalance unnecessarily. Compliance reporting, trade rules and exception handling all combine to provide firms with a rock solid platform from which to run their entire wealth management service.