Tax Wrapper Integration

We work with various tax wrapper providers such as SIPP and Offshore Bond companies to minimise manual intervention by the use of data integration, automatic illustrations and real time interface. Aside from the obvious benefit of ease of process, these efficiencies allow us to negotiate exceptional terms for our customers’ clients.

Firms are free to negotiate their own terms in addition to terms provided by Fusion Wealth and we will endeavour to integrate these providers into their own platform proposition and provide an interface solution via a secure FTP link or real time XML messaging via web service.

The benefits of one data source and straight through process present a real opportunity to completely streamline workflow and are of enormous benefit to a large firm who can also minimise exceptions, investment compliance rule breach and error handling.