Fusion Capital Management

Fusion Capital Management is a financial technology startup founded in 2011. The company's slogan, "Unlocking financial freedom for financial advisors," encapsulates its mission of providing comprehensive support for independent advisor representatives (IARs) and registered investment advisors (RIAs). With over 75 direct advisors and institutional clients (RIAs) encompassing more than 300 advisors and over 2500 agents, Fusion Capital Management offers a proprietary platform called Fusion Elements that provides an "Operational Edge" for advisors and RIAs. This technology allows advisors to efficiently grow their firms without committing additional time, human resources, or external support. Fusion Elements offers a semi-structured framework for practice management while allowing customization to fit specific processes and needs. The platform can integrate with over 750 different applications, providing advisors with flexibility and structure to use their processes efficiently. What sets Fusion Capital Management apart is its focus on creating technology that advisors genuinely want to use. The company's simplified, centralized, and intuitive interface is designed to reduce the learning curve required when leveraging various technologies. Fusion Elements also automatically assists advisors in integrating and leveraging their customer relationship management (CRM), cloud storage, proposal, and marketing tools as part of their overall business practice. In summary, Fusion Capital Management's innovative approach positions it as a valuable partner for advisors seeking to streamline and enhance their operational capabilities, and its emphasis on user-friendly technology demonstrates a commitment to empowering advisors for sustained growth and success.