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.
In Wealthbox, go to "settings > API Access. Click "Create Access Token." Type "Fusion Elements" and hit ok. Copy qand paste the API token that gets created below.
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.
Portfolio Accounting: OrionConnect
Connect your OrionConnect account with Elements for SSO and other functionality.
Custodians: FeeX
FeeX allows you to turn unmanaged held away account in to billable, tradeable, and managed accounts - without requiring users to transfer/re-custody their account. Click here to learn more.
Speak to your RIA about getting started today!
Account Push: Redtail
Have Elements push account values and positions in to Redtail. These will show up in your "Unlinked Accounts" section.