The Only End to End Account Opening Solution for RIAs

From generating paperwork, signing, account opening, funding, and quality review. Elements is the only true end-to-end solution.

Never Forget a Form Again!

When you use Elements to generate your paperwork, our system automatically selects the forms required. New account applications, LPOAs, Move Money, etc... and other best-practice forms are added automatically.

Put an End to NIGO Hell.

We all hate when a stupid, fat finger typo delays our account opening. Or we forget to fill out a simple field and now we are playing phone tag with our client and the custodian.

Fusion Element's 67-point NIGO verification engine automatically validates your forms, including verifying phone numbers, email addresses, mailing addresses, and even performing Patriot Act validation to ensure your paperwork is as NIGO free as possible.

Direct  Integrations

Custodian Alerts, NIGOs, Docusign Statuses, Emails, Transfer Statuses, and more, are automatically routed to the appropriate tickets - ensuring that you are always processing requests as quickly as possible.

Leverage Automation

Introducing automation! With our AI, you'll be able to leave the mundane tasks to Joey (our AI) while you focus on what truly matters - resolving NIGOs and ensuring accounts are setup properly.

Leave the simple stuff to us so, you can focus on what's important.

Never Miss An Urgent Request!

Keep your work organized and streamlined with our priority list system!

This easy-to-use tool ensures that you never miss an important request and that your most important work gets done first. Order requests based on what's workable and what is a priority, and automatically assign them to the right people.Keep your priorities updated throughout the day so you can stay focused on what's important.

Integrate With The Tools You Love!

Elements is the perfect tool for businesses that want to automate their processes and get alerted when critical business decisions need to be made. With Zapier integration and webhooks, you can connect your favorite apps and get started quickly. You'll be able to work smarter, not harder, with Elements.