Fusion Advisor Wealth Portal

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Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to:C...

  • Category: Others
  • Published: 18/05/2017
  • Current Rating: /5 0 Vote

    Description

    Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to:
    Create a single view of all client accounts and assets from 1,000’s of financial institutions
    Monitor and manage offline and other hard-to-track assets
    Archive and store investment-related documents and other important electronic files
    Build brand equity by allowing clients to view their portfolios via a customized Web-based portal with your own logo, color themes, etc.


    Phone Number : 8669448773
    Website URL : www.fusionadvisor.com

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