FUSIONEX CORE

Wealth Management System

  • Bullet Icon

    Recognizing that legacy systems are common in financial institutions and connecting them with modern technologies can be challenging. As a result, our Wealth Management System contains a range of connectors making it possible to bring together an integrated and unified system, which includes your existing IT systems.

  • Bullet Icon

    Empowering your sales team with an easy to use mobile application that can be completed on the go and securely upload data to the core system to ensure client information is centralized, backed up and protected.

  • Bullet Icon

    Enabling your sales staff to quickly show automated results and recommendations in an eye catching graphical format – with print out capabilities – to help you close deals and achieve your targets.

  • Bullet Icon

    Giving you a centralized analytics and reporting suite that allows you to gain powerful insights into your client’s preferences and also a holistic view of your overall business performance from front to back.

  • Bullet Icon

    Giving you an easy to use administration module that allows you to securely manage access and control permissions, including detailed log files to facilitate diagnosis and audit trails.

  • Bullet Icon

    Providing easy to configure, and use, forms in addition to a powerful work flow engine that can be used to improve your work processes therefore improving efficiencies and reducing costs.

  • Bullet Icon

    Using leading edge data privacy, security and audit trail technologies to encrypt and secure customer information.

  • Bullet Icon

    Offering multi language, and multi-currency, to support international operations, where required.