Managing Your Accounts Has Never Felt So Easy!

Are you tired of managing your book of business from multiple screens? Say goodbye to the days of flipping through different tabs and windows. Fusion Elements allows you to easily see new accounts, contributions, alerts, and items that need your attention all on one screen.

Plus, our smart AI will automatically prioritize alerts so your critical tasks are always front and center. Don't waste another minute managing your business manually- with Fusion Elements, it can all be taken care of quickly and easily.

Custom Reports

The only thing better than having all the information you need at your fingertips is having that information be interactive and customized just for you!

Fusion Elements' revolutionary reporting system gives you unprecedented access to all your data. With our easy-to-use interface, you can create the perfect blended report in minutes. Whether you're an advisor, trader, portfolio manager, or operations specialist,  Fusion Elements has everything you need to get the most accurate insights you need to run your business like a well-oiled machine.

So ditch those boring, outdated reports and give Fusion Elements a try! You won't regret it.

Real Time Account Information

Finally, a product that understands your innermost desires! Fusion Elements gives you real-time information on your accounts, so you can make the best decisions for your clients. Stay up-to-date on current account values, positions, transactions, and beneficiary information. With Fusion Elements, you'll have everything you need to make informed choices and answer any questions your clients could ask.