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Post# A622450

Fusion Advisor Wealth Portal

Posted on: Thursday, 18 May, 2017  05:13
Expires On: Saturday, 26 August, 2017  05:10
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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 1,000’s of financial institutions 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, color themes, etc.



It is ok to contact this poster with commercial interests.

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