We pioneered the UK’s first fully integrated web-based compliance and practice management system in the UK. This core tool “Enable”, now provides full practice management, CRM, consolidated valuations, client reviews and reporting. It offers integrated fund data as well as adviser and client-facing tools such as risk-profiling and integrated cash flow modelling with an intelligent user interface designed for end-to-end wealth management.
Fully optimised for mobile and tablet, “Wealth Platform” provides a consolidated view of a clients’ wealth, irrespective of wrapper type and provider – whether advised or self-managed. Clients can manage their own data, securely, and in real time.
With links to over a hundred providers and platforms, and secure communication between clients and advisers, Wealth Platform brings the potential to service a greater range of clients than face-to-face advice alone. With clients demanding more online, Wealth Platform allows them to access and manage their aggregated wealth at any time, on any device.
Providing access to a wide range of Discretionary Fund Managers and investment instruments, the Fusion Wealth platform is a technology-driven investment platform with it’s own discretionary permissions, capable of delivering firms’ Centralised Investment Propositions in one place.
With sophisticated business processing, trading and tax management, Fusion provides a full-service platform environment which forms a tightly integrated part of our wider solution set.
CTSuite combines our applications into a single web-enabled hub. One secure, intelligent sign-on enables advisers to access all our applications, all sharing the same live data.
We work with some of the most successful financial planning firms in the UK. Bringing the power of technology to advice and wealth management.
For new sales enquiries, please call 01403 334411
For all other enquiries, please call 01403 334455