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



  • 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. 


Interested in taking ownership of an online presence you can be proud of? It's quick, and easy, and starts with this form!


For Institutions

  • Facebook
  • LinkedIn

For Developers - Elements API

More About Elements

Investment advisory services are offered through Coppell Advisory Solutions, LLC dba Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability.

All investment strategies have the potential for profit or loss. Changes in investment strategies, economic conditions, contributions or withdrawals may significantly alter a portfolio’s performance. There is no guarantee that any specific investment or strategy will be suitable or profitable for a particular client. Past performance is no guarantee of future success. We cannot guarantee that a portfolio will match or outperform any particular benchmark. None of the content should be viewed as an offer to buy or sell, or as a solicitation of an offer to buy or sell the securities discussed.

This website is a publication of Fusion Capital Management, LLC (Fusion). Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the author as of the date of publication and are subject to change.​

Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should be consulted before implementing any of the options presented. Hyperlinks are provided as a convenience, and we disclaim any responsibility for information, services, or products found on websites linked hereto.

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