Fusion Wealth continues integration with SEI
Fusion Wealth, a platform solution provider for wealth mangers and UK IFAs, has moved further in its integration with SEI Global Wealth Services, the outsouce solution that combines wealth processing and business processing.
The integration links Global Wealth Services (GWS) through the web with Fusion Wealth’s front end portal for its own clients. The web link delivers data services, as well as initiating business processes on the GWS platform.
Fusion is building a cloud based solution for wealth managers and IFAs, which is meant to enable them in turn to create their own platforms to manage clients’ assets. Adding the web-based GWS to the Fusion solution should increase the level of automation around management of end client data.
Ian Cooke, chief executive of Fusion Wealth said: “The use of web services will be of enormous benefit to wealth managers and IFAs as it allows straight-through processing of electronic applications from a firm’s client-management software direct into the trading solution and third-party wrappers, eliminating the need to rekey data.”
“Automation and integration will be a significant factor in running an efficient and profitable business in the next few years. We will continue to innovate and build market-leading solutions for wealth managers and IFAs and are very excited about the opportunities that web services will facilitate.”