Solution introduction
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
Data transparency for your clients
An all-in-one client portal solution, with fully configurable branding and terminology, accessible from any device, with secure two-way messaging and document sharing.
Provide clients with up-to-date valuations, investment information, transaction history, and more – as under-the-hood features measure data quality and identify issues with incoming data before your clients see them.
Data transparency for you
The FUSE Portal also functions as a secure data hub for client details and fact-find data.
- View client investments, assets, transactions, reports, documents, messages
- Fee & commission reporting & reconciliation
- Filter, sort and group investment data for analysis
- Export all data to Excel and pdf
- Secure role-based permissions system
- Configurable menus and dashboards
