You understand your clients better than anyone else. That’s why you should control your own technology and platform. Fusion Wealth empowers your business by giving you the tools to put you in control. We provide a unique combination of wrap platform, discretionary management and investment management services. We create a fully integrated, bespoke technology solution that is designed to support your business and your clients.
Our approach is both collaborative and straightforward: we help you simplify and streamline your processes to deliver a first-class service to your clients. A single, centralised data source and straight-through processing (STP) provide clarity, transparency and efficiency.
The Fusion Wealth Platform offers multi-currency, global execution, clearing and custody, underpinned by some of the most dependable, highly respected providers in the world. The technology that powers the platform is flexible and cloud-based for scalability. It puts you in control.
Wraps up all your different funds into one easily accessible platform
Enables you to customise your own platform, allowing you to manage your clients’ assets through both General Investment Accounts (GIAs) and a wide selection of tax-efficient wrappers
Supports trading and transactions across 38 stock exchanges, spanning 17 markets and 175 currencies
Facilitates access to over 8,000 UK and offshore funds, often at discounted rates generated in part, by our access to institutional fund classes.
Your clients will enjoy a tailored wealth management service that provides access to:
Fusion Wealth’s exclusive range of investment solutions overseen by our investment committee Our comprehensive choice of investment solutions is aligned to our in-house risk-profiling tool and encompasses active and passive portfolios, direct equity portfolios, ethical portfolios and multi-asset funds.
Discretionary portfolio management and rebalancing services
Trade aggregation for direct equities; hedge funds and ETFs
Tax harvest and capital gains tax management services
Automatic ISA subscription
Risk management and plan management services
Your business will benefit from a centralised system that helps to simplify and streamline all aspects of your business model. The Fusion Platform is a core technology solution that, combined with other parts of the Benchmark technology ecosystem, can revolutionise the efficiency of your business, putting you in control. Throughout the whole end client and adviser journey we have the technology that empowers you to prioritise effectively, plan for the future and manage the risks inherent with running a successful business.
We work in collaboration with you and listen to what you need. From the outset, we seek to understand your business in order to create and build a bespoke, flexible investment platform that is designed for your business, clients and objectives. Ultimately we measure our own success by your success. Our desire is to partner with you for the long term and build our businesses together.
Fusion Wealth are proud to have won the Best Wealth Management Platform award at the 2018 UK Platform Awards, demonstrating our commitment to empowering businesses with a straighforward and flexible solution.
Tel: 01403 334477