It All Starts With Clean Data!
Fusion Elements is the only portfolio accounting tool that uses advanced AI to reconcile your data automatically on-demand, and throughout the day! Allowing you to trade and report on the most current data!
Better Data = Better Results
Fusion Elements unique datasets allow us to pull extensive information about each account, including beneficiaries, move money statuses, and other information that is typically not available through traditional tools.
We do this using a combination of API, Robotic Process Automation, internal and external datasets, and traditional flat files. Allowing you to run your business as efficiently as possible.
AI Performance Monitoring
Our proprietary AIs, monitor every account to detect performance issues and flag them for review. This virtually eliminates performance reporting issues and provides a better customer experience.
Direct Integrations
Sleeve Level Reporting
At Fusion Elements we developed a proprietary sleeve reporting system that eliminates the traditional issues associated with sleeve reporting and trading. Get the trading benefits of sleeving, without the recon, reporting, or trading issues! Ask us how!
Compliance Monitoring
When there are issues with custodial data that require adjustments. Fusion Elements has a robust compliance and auditing process that allows you to easily identify what was adjusted and why. This allows you to track custodial issues over time and provide data in the event of an audit.
