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Fusion Advisor

Fusion Advisor in Carson City, NV
112 N Curry Street, Carson City, NV 897034934
(702) 944-8773

Contacts

Street address:
112 N Curry Street

City / suburb:
Carson City

County:
Carson City

State:
Nevada

ZIP code:
897034934

Phone:
(702) 944-8773 (Primary Phone)

Social networks:

E-mail:
sales@fusionadvisor.com

GPS Longitude:
-119.76782989502

GPS Latitude:
39.1638984680176

Business description

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 themes, etc.

General information

Business data
Estimated number of employees: 10 to 19
Annual sales estimate: 0
City / suburb: Carson City, NV
County: Carson City
Products

Wealth Management Software, Account Aggregation, Financial Advisor Software, Client Portals

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More details about this business

According to our records, this business is located at 112 N Curry Street in Carson City (in Carson City County), Nevada 897034934, the location GPS coordinates are: 39.1638984680176 (latitude), -119.76782989502 (longitude). Fusion Advisor is categorized under Financial Reporting. Current estimates show that the unit has a sales volume of $$500,000 to $1 million and staff of approximately 10 to 19 people. You can contact the company by phone at (702) 944-8773. Open from 9:00 am until 5:00 pm (Monday - Friday).
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Hours
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
Sun
Closed
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