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

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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.

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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

Allocations

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
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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
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Alerts & Notifications

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

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Accurate Income & Expenditure tracking

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

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Reporting

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

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Track client engagements

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

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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.

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Fully White Labelled

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

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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.