| ID: | 28546 |
| Title: | Fusion Advisor - Client Management Software - http://www.fusionadvisor.com/wealthportal.php |
| Description: | Fusion Advisor positions you to become the primary financial advisor for your client by providing the tools to increase assets under management, identify cross-selling opportunities, and expose under-performing competitors’ accounts. Fusion’s WealthPortal platform captures your clients’ aggregated data and exports it into the portfolio management, financial planning, portfolio modeling system that you currently use. |
| Category: | Aviva Directory - Software - Business |
| Listed on: | July 01, 2007 06:51:01 PM |
| Resources: | Request Information about Wealth Portal | Partners | How to Subscribe |
| Visited: | 3 times |
| Website Owner: | Rick Archer |