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A comprehensive view of your client's finances in one place

The Fuze platform provides you and your clients with a complete picture through real-time connections and unparalleled insights.

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Built for financial professionals

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Financial advisors

Elevate your practice with Fuze's suite of advanced features, equipping financial advisors with the tools to offer extensive insights and strategic financial advice.

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Wealth managers

Fuze's comprehensive platform equips wealth managers to make informed decisions, optimise portfolios, and create tailored solutions for their clients' financial objectives.

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Financial planners

Navigate the complexities of financial planning using Fuze's innovative tools, offering meticulous insights and solutions that lead clients to financial success.

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Private banks

Fuze enhances private banking services, offering a sophisticated platform designed to meet the unique demands of high-net-worth clients. Strengthen client relationships by delivering unmatched financial solutions.

Better Data. Better Planning. Better Advice.

Providing extensive data to make more informed decisions for your clients.

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Features

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Client insights

  • Current and historical net worth
  • Assets & liabilities
  • Portfolio and holdings performance
  • Allocations
  • Income & expenditure
  • Unrealised gains & losses
  • Net worth statements & balance sheets
  • Insurances, credit & loans
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Real time alerts & notifications

Stay up to date with changes to customer circumstances and offer timely, proactive advice.

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Aggregated client data

Get a complete and up-to-date view of your entire client base and their finances, with all the information you need in one place.

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20,000+ Connections

Our platform supports over 20,000 traditional and non-traditional financial accounts and connections, giving you a complete view of your clients’ finances in one place.

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Compliance & Security

Fuze has read-only access to data and accounts. No financial transactions
can be undertaken on the platform.

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GDPR
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AISP Regulation
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Join a growing community of forward-looking companies that are embracing Fuze

Latest blog posts

The latest industry news, interviews, technologies, and resources.

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