Wealth Portal? from Fusion Advisor, an account aggregation solution for independent financial advisors.
Wealth Portal simplifies wealth management and extends the power of your existing financial systems by allowing you to: Create a single view of all client accounts and assets from over 10,000 online conenctions. Monitor and manage offline and other hard-to-track assets. Archive and store investment-related documents and other important electronic files. Build brand equity by allowing clients to view their portfolios via a customized Web-based portal with your own logo, templated color them...
Current Hours
- Sun CLOSED
- Mon 9:00 AM - 5:00 PM
- Tue 9:00 AM - 5:00 PM
- Wed 9:00 AM - 5:00 PM
- Thu 9:00 AM - 5:00 PM
- Fri 9:00 AM - 5:00 PM
- Sat CLOSED
-
Wed 9:00 AM - 5:00 PMOPEN NOW
- Location TypeHQ
- Opening Date2005
- Annual Revenue Estimate$500,000 to $1 million
- SIC Code show
- Employees10 to 19
- Contactsshow
- Partner Aaron Smith
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