Marketing
The Fusion Marketing Program is design to help advisors own their market with comprehensive strategies, unique branding, and hands-on implementation.
How It Works
Step One: Develop Name Recognition
Step Two: Become Recognized as the Local Expert
Step Three: Give People the Opportunity to Verify
Service
Portal
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Complete Online Resource
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Forms, Fusion platform, market commentary, marketing documents, portfolio info, letters, presentations
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Knowledge Base
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Education, training, instructions for operatoins, processing, & support
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Tracking
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Track the real-time of business submissions
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Email alerts
- History of submissions & requests
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Advisor Websites
Stop simply existing with your online presence and start engaging. Use a proven website designs customized to display your unique value.
Customizable Templates
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Proven Designs and Layouts
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Pre-developed, compliance approved content
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Add/Remove dozens of different pages
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Built in lead generation opt-in forms
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Customizable brand design and imagery
Starting at just $297, our advisor websites provide the value of a full blown custom site, with the price and ease that advisors want.
Platform Support
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Advanced requests can be made directly through the editor to the Fusion Website team
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Updates to templates, features and software will be released periodically, and can be automatically applied to update your site
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Responsive site design allows for your website to look great on any device
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Harness the ability to integrate outside pages, like client portal logins, and other unique features.
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Provide clients Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations
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Generate fact sheets on their portfolio, proposed portfolio, and individual holdings
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Generate Portfolio & Investment Analytics including:
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Hypothetical vs. Actual Performance
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Risk vs. Return
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MPT statistics such as Alpha, Beta, R2, Sharpe Ratio, Up and Down Market Capture, Information Ratio and more.
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Proposal Generation Software
Easy Editing
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If you can edit a word document, you can edit your website.
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User friendly wizard makes graphics and page changes as easy as a single click.
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Update company information in one place, and watch it coordinate with all the pages on your site
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Add and remove pages, offers, images, or downloads easily and as often as you'd like.
