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Fuze

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About the provider

Fuze is a technology that provides financial advisers with a comprehensive view of their clients portfolios. The system aggregates all of a clients assets and liabilities into one place, giving advisors a more complete picture of their clients financial situations. Fuze also provides advisors with tools to analyse their clients data and generate reports.

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NextWealth analysis

Fuze doesn't figure on our adviser survey and so we don't have any data on which to base an opinion. As the tool receives reviews on our directory, we will offer a view.

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Integrations

Integrates One Way

Integrates Both Ways

Back Office Systems
Cash Management
Cashflow Modelling
Other
Platform
Research
Risk profiling and suitability

intelliflo office (intelliflo)

No integrations available for Cash Management

No integrations available for Cashflow Modelling

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AXA

Fundment

Investec

Legal and General

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Royal London

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Standard Life

Timeline

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Yodlee Stock Brokerage

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Aegon

AJ Bell Investcentre

Aviva

James Hay

M&G Wealth Platform

Nucleus

Parmenion

Quilter’s Platform

Raymond James

SS&C Hubwise

Transact

Wealthtime

No integrations available for Research

No integrations available for Risk profiling and suitability

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