| Link Details |
| ID: | 5042 |
| Title: | Fusion Advisor – Client Management Software for Financial Advisors - http://www.fusionadvisor.com |
| Pagerank: | 3 |
| 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: | Staci Hornacek |
| Date Added: | October 31, 2006 05:13:09 PM |
| Number Hits: | 0 |
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