AdvisoryWorld Highlights Integrations with Fusion Elements Technology at Fusion's Advisory Summit

Details Proposal Generation to Account Opening Workflow within the Fusion Elements Platform
By: AdvisoryWorld
 
 
AdvisoryWorld
AdvisoryWorld
LOS ANGELES - Sept. 24, 2018 - PRLog -- AdvisoryWorld, a leading software provider for financial advisors, recently attended Fusion Capital Management's 2018 Advisory Summit in Nashville, TN. Ed Fahlstrom, Vice President of National Sales at AdvisoryWorld, spoke to financial advisor attendees about AdvisoryWorld's seamless integrations with Fusion Elements Technology.

As a Fusion technology partner, AdvisoryWorld's established technology suite is available to all Fusion financial advisors. The suite includes the ACQUIRE client on-boarding application, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools, and creates a seamless workflow for Fusion advisors that spans the entire prospect-to-client lifecycle.

AdvisoryWorld's integrations with industry-leading CRM, portfolio management, and financial planning platforms, as well as their Financial Services Partner Network that includes TD Ameritrade, enables an efficient flow of data between all technology implemented in a Fusion advisor's practice, reducing errors and further streamlining the advisory process.

For more information on Fusion and AdvisoryWorld's partnership, please visit www.fusioncm.com/technology or email sales@advisoryworld.com.

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About AdvisoryWorld

AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 35,000 investment professionals nationwide. For more information, please visit http://advisoryworld.com/.

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Jacqueline Silva
Silva Communications
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Tags:Fintech, Advisor Technology, Financial Advisory
Industry:Finance
Location:Los Angeles - California - United States
Subject:Events
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