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Home > Your Industry > Technology for Advisers

By Amy Ellis | Published Jul 25, 2012

Fusion Wealth offers cloud-based technology

The technology provider went live with SEI’s global wealth services last year and is the first of its clients to use web services, in addition to a standard file transfer protocol, which enables further integration with Fusion’s front-end portal.

Since inception, Fusion Wealth has created a customisable cloud-based technology solution, which enables wealth management firms and IFAs to build their own platform in order to manage client assets.

Ian Cooke, chief executive of Fusion Wealth, said: “The use of web services will be of enormous benefit to wealth managers and IFAs as it allows straight-through processing of electronic applications from a firm’s client-management software direct into the trading solution and third-party wrappers, eliminating the need to rekey data.”

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