A comprehensive platform to track and analyse your clients' financial data


Key client data at your fingertips

Achieve a better understanding of your clients' finances. Save time by tracking your clients financial information and deliver better quality advice through reliable data and insights.


In Depth Client Information

Current and historical net worth

Track net worth performance over time

Assets & liabilities

A detailed view of both assets and liabilities within a portfolio

Portfolio and holdings performance

Monitor the performance of investments and holdings


Understand how their investments are allocated across different asset classes and sectors

Unrealised gains & losses

Up to date unrealised gains and losses within the clients portfolio

Insurance, credit & loans

Insurance policy, credit, and loan information all in one place

Connect and view an extensive range of financial accounts and assets, including:

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.

  • Bank accounts
  • Credit cards
  • Investment accounts (Brokerage accounts, Pensions, ISAs and more)
  • Any other assets, liabilities, investments can be manually entered
  • Loans
  • Property
  • Insurances
  • Cryptocurrency accounts and wallets
  • NFTs and Defi

Alerts & Notifications

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


Accurate Income & Expenditure tracking

Gain insights into your clients' suitability, with up to date income & expenditure tracking, including a detailed breakdown of their expenses..



Convenient and instant access to up-to-date net worth statements and balance sheet reports.


Track client engagements

Stay on top of client annual reviews and deliver exceptional service.


Easy to use client platform

Fuze provides your clients with an easy-to-understand platform that offers a breakdown of their holdings, assets, and liabilities, along with real-time information on their transactions and net worth.


Fully White Labelled

Fully white labelled platform ensures a seamless and cohesive brand experience for both your firm and your clients.


Simple & Streamlined Onboarding

Our onboarding process is designed to be stress-free and efficient. The entire process can be completed within a day, allowing you to focus on growing your business.

More features coming soon.....

We will continue to improve the platform with new updates,
upgrades and features.