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Follow on Google News | AdvisoryWorld Highlights Integrations with Fusion Elements Technology at Fusion's Advisory SummitDetails Proposal Generation to Account Opening Workflow within the Fusion Elements Platform
By: AdvisoryWorld As a Fusion technology partner, AdvisoryWorld's established technology suite is available to all Fusion financial advisors. The suite includes the ACQUIRE client on-boarding application, the Advisor Proposal Generator, SCANalytics, and Batch Risk Analysis tools, and creates a seamless workflow for Fusion advisors that spans the entire prospect-to- AdvisoryWorld's integrations with industry-leading CRM, portfolio management, and financial planning platforms, as well as their Financial Services Partner Network that includes TD Ameritrade, enables an efficient flow of data between all technology implemented in a Fusion advisor's practice, reducing errors and further streamlining the advisory process. For more information on Fusion and AdvisoryWorld's partnership, please visit www.fusioncm.com/ # # # About AdvisoryWorld AdvisoryWorld is the leading provider of investment analytics, portfolio modeling and proposal generation technology for the financial services industry. Their technology is delivered via off-the-shelf web applications, API, and Professional Services. Founded in 1987, AdvisoryWorld is headquartered in Los Angeles, CA, and currently services over 35,000 investment professionals nationwide. For more information, please visit http://advisoryworld.com/ End
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