“Best Wealth Management Software – Wealthportal360 By Fusion Advisor”

Written by admin on December 5th, 2010

As anyone who has large sums of capital knows, wealth management is extremely important in order to protect your assets and investments. You need a robust financial plan so that your wealth can be managed efficiently. It is necessary and these days various tools have been devised so that you can see each and every movement of your money.

WealthPortal360 by Fusion Advisor –is a company providing wealth management tools, which can not only helpful to increase your income, but it can be beneficial to your client’s also. Fusion Advisor helps you to be a better wealth manager, so that you can take your practice to next level WealthPortal360 works upon a world wide network, its services are vast and you can manage it from any web browser easily. Wealth portal aggregates all your client’s financial information and details through an easy to navigate dashboard which save your time and effort.

The portal is designed with your company name and logo so that every time your clients logon it will appear in front. The Wealth Portal home page provides your client’s a quick snapshot of all their assets and net-worth which captivates them. Here you can have all the power and flexibility of enterprise-scale account aggregation solution, in an affordable, easy-to-use, custom-branded package designed specifically for today’s independent financial advisor. Main services offered by Fusion Advisor are:

Financial Accounts from over 10,000 online institutions.
Manage offline and hard to track assets
Experienced representatives to provide you a personalized service.

Your clients can benefit by having the WealthPortal360 by Fusion Advisor. Fusion Advisor offers weekly webinars to registered representatives/registered investment advisors (RIA’s) to show how the portal can improve business. Wealth Portal is a robust application designed to sanction independent financial advisors to contend more effectively in today’s dynamic financial services marketplace.

For more information about Fusion Advisor and the Wealth Portal account aggregation platform, visit http://fusionadvisor.com .

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