Our Fusion Elements Technology removes the timely and costly friction from your everyday operations. Designed to allow advisors to easily serve their existing clients, Elements frees up the time and energy needed to focus on obtaining new ones. Unlock your growth potential with Fusion Elements.

Your process, our support
Finally, the technology has arrived that works with you, not against you.  The Fusion Elements platform is your single portal for all of your firm's operational needs.

Print mailing labels, then dive into investment research, and then allocate client accounts. All in one window, all with one login, all with a few clicks.

This provides advisors the end to end support needed to attain true operational alpha. Owning your process means less time, less training, less need for support, and more consistency and efficiency, no matter what else changes.

The "Open Architecture" difference
Most technological platforms require you to adopt their process, their programs, and their way of thinking.  Elements is different.

The open architecture design means you can keep your CRM, your email system, your money managers, your file storage service, and everything else you and your staff are already comfortable with.  Just plug it into Elements, and integrate them all into one, master hub.

We can connect with over 800 different applications that you may already use for your business, or will use in the future. If anything in your backend changes, a new CRM, new custodian, new anything, your system and your process doesn't have to.

Consistency, ease-of-use, and never having to retrain your staff?  That's the open architecture difference.