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
-
Complete Online Resource
-
Forms, Fusion platform, market commentary, marketing documents, portfolio info, letters, presentations
-
-
Knowledge Base
-
Education, training, instructions for operatoins, processing, & support
-
-
Tracking
-
Track the real-time of business submissions
-
Email alerts
- History of submissions & requests
-

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
-
Proven Designs and Layouts
-
Pre-developed, compliance approved content
-
Add/Remove dozens of different pages
-
Built in lead generation opt-in forms
-
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
-
Advanced requests can be made directly through the editor to the Fusion Website team
-
Updates to templates, features and software will be released periodically, and can be automatically applied to update your site
-
Responsive site design allows for your website to look great on any device
-
Harness the ability to integrate outside pages, like client portal logins, and other unique features.


-
Provide clients Asset Allocation, Portfolio and Investment Analysis, Proposal Generation, Hypothetical Illustrations
-
Generate fact sheets on their portfolio, proposed portfolio, and individual holdings
-
Generate Portfolio & Investment Analytics including:
-
Hypothetical vs. Actual Performance
-
Risk vs. Return
-
MPT statistics such as Alpha, Beta, R2, Sharpe Ratio, Up and Down Market Capture, Information Ratio and more.
-
Proposal Generation Software

Easy Editing
-
If you can edit a word document, you can edit your website.
-
User friendly wizard makes graphics and page changes as easy as a single click.
-
Update company information in one place, and watch it coordinate with all the pages on your site
-
Add and remove pages, offers, images, or downloads easily and as often as you'd like.

