Who Uses This Software?

Designed for financial advisors, it is a web-based investment management tool that integrates with all third-party systems for centralized management of client's financial data on a single platform.

Average Ratings

  • Overall
  • Ease of Use
  • Customer Service

Product Details

  • Starting Price
  • Deployment
    Cloud, SaaS, Web

Vendor Details

  • Fusion Advisor
  • www.fusionadvisor.com/
  • United States

About Wealth Office

Web-based wealth management platform that offers custom client portals to manage and centralize financial data in one place.

Wealth Office Features

  • Accounting Management
  • Benchmarking
  • Bonds / Stocks
  • Client Management
  • Client Portal
  • Commodity Futures
  • Compliance Reporting
  • Data Import / Export
  • For Investment Advisors
  • For Investors & Traders
  • Fund Management
  • Modeling & Simulation
  • Performance Metrics
  • Portfolio Rebalancing
  • Real Estate
  • Risk Management

Wealth Office Reviews

No reviews, be the first!