CRM: RedTail
Connect your RedTail CRM directly with Fusion Elements in order to allow elements to pull existing information directly from your CRM to easily generate paperwork, run reports, and more.
CRM: Wealthbox
Connect your Wealthbox CRM directly with Fusion Elements in order to allow elements to pull existing information directly from your CRM to easily generate paperwork, run reports, and more.
CRM: SmartOffice by Ebix
Connect your SmartOffice Ebix CRM directly with Fusion Elements in order to allow elements to pull existing information directly from your CRM to easily generate paperwork, run reports, and more.
CRM: Orion Households
Don't have a CRM? Use the free Fusion Elements Orion CRM to leverage Orion as your CRM! By selecting this option, we will use Orion as your CRM, storing contacts, history and notes for your clients.
Productivity: Mobile Assistant
Mobile Assistant is a 100% US based dictation solution with professional, human transcriptionists. Professional Quality Notes, HIPAA compliant security, saved directly to your CRM and Cloud Storage (via Elements). Only $50/month for unlimited dictations. Click to start your free 30-day trial.
Communication: Phone System
The only phone system designed for Financial Professionals, all calls are recorded, transcribed, and automatically archived. Quickly search through calls, make and accept calls from any device or forward calls to your existing numbers. 14.95/per number + 0.06/minute. Get started in 60-seconds.
Compliance: LifeArc
Cautomate the process of client information gathering and integration with financial software to optimize office efficiency.. Click to learn more.
Financial Planning: Retirement Analyzer
In today's world, it's all about simplification and providing easy to understand solutions to help your clients analyze where they are and what they have to do to be successful. Retirement Analyzer is a full blown Financial Planning tool starting at $70/month. Click to start your free 30-day trial.
Research: Clearnomics
Create Client-Ready Market Insights in Seconds. Our market insights platform helps wealth advisors discuss markets with confidence to deliver client value and differentiate their practices. Click to start your free 14-day trial.
Fusion Elements: Email Marketing
The Fusion email marketing system can be fully integrated with the Fusion Elements program for quick sending of emails and more. The Fusion email system can be added for as little as $14.95/month.
Fusion Elements: Marketing
If you are a member of the Fusion Marketing program, use this integration to setup Single Sign On for your Workfront account from within Fusion Elements. To learn more about the Fusion marketing program contact your rep today!
Marketing: SmartAdvisor
SmartAsset is your lead generation partner! SmartAdvisor makes it possible to grow faster by directly matching you with qualified prospects. Click to learn more.
Fusion Elements: Advanced Reporting
Access the Fusion Elements advanced reporting feature that allows access to the "Advisor Pay Report" and other in-depth reports. Speak to your rep about starting your free trial.
Training Portal
If your firm provides an advanced training portal, you can enable single sign on for it here, allowing you to automatically access it from the help menu. Just click here to get started.