Our client portal, Wealth Platform, provides our clients with a constant connection to their adviser. Wealth Platform allows our clients to view their total financial picture all in one place, giving them instant access to their information, securely, at any time, on any device.
Whatever the time, wherever you are, Wealth Platform helps keep your finances on track.
- Access all your information instantly 24/7
- View from your mobile, tablet, laptop or desktop
- Secure sign-in with two-factor authentication as standard
Keep in touch
Wealth Platform is a virtual link to your financial adviser, keeping you connected when you can’t see them face-to-face.
- Secure transfer of documents to and from your adviser
- Work smarter with your adviser using reminders and prompts
- Top up your Fusion Wealth investments on-line, whenever you choose to
See the complete picture
Your financial information is analysed and gathered in one place to give you clarity and control.
- Your dashboard provides a clear and concise financial summary
- Tools to filter and analyse your investments
- Assets grouped in easy to understand categories
Wealth Platform is an extension of the relationship with your financial adviser. It gives you the power to master your money and maximise your financial future.
View the below video to find out more.