Our Vision
Total Data Transparency & Control
For Wealth Firms
  • Connect your Systems
  • Engage your Clients
  • Grow your Business
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For Networks & National Firms
  • Acquisition Support
  • Data Migrations
  • Top-Down Visibility
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For Paraplanners
  • Case Management
  • Customer Portal
  • Compliance Reporting
  • Data Assembly
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For Industry Specialists
Bespoke solutions delivered quickly & affordably
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For Integration Partners
Working together to deliver holistic solutions
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FUSE Engine

Automatically collect, transform, and aggregate any kind of data from any source - including wrap platforms, back office systems, life companies, data vendors, flat files and spreadsheets. Convert and combine into any form you need.
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FUSE Portal

Your online front door needs to be welcoming and easy to open. Fully branded, intuitive, and secure, the portal ensures your clients feel confident in the services you are providing.
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FUSE Reporting

With real time MI, data delivery and client reporting, your compliance obligations are simplified and your professionalism assured.
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...they work with what you have now.

Flexible components that don't just work with each other...