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 | ID: | 9310 | | Title: | Fusion Advisor – Client Management Software for Financial Advisors - http://www.fusionadvisor.com | | Description: | Fusion Advisor positions you to become the primary financial advisor for your client by providing the tools to increase assets under management, identify cross-selling opportunities, and expose under-performing competitors’ accounts. Fusion’s WealthPortal platform captures your clients’ aggregated data and exports it into the portfolio management, financial planning, portfolio modeling system that you currently use. | | Category: | Computers: Software | | Link Owner: | Aaron J Smith Sr | | Date Added: | November 18, 2006 01:20:26 AM | | Number Hits: | 4 | | |
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