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Home Platform Fusion Wealth (Benchmark)

Willingness to recommend

5/5

Based on 1 reviews

Fusion Wealth (Benchmark)

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Value for money

5/5

Support

5/5

Integrations

5/5

Based on 1 reviews

The Fusion Wealth Platform was founded in 2010 and is part of Benchmark Capital group. Fusion provides bespoke wealth management and technology solutions for wealth managers, national financial advisers and networks. The Fusion Wealth platform is technology-driven with its own Discretionary Investment Management permissions and is fully integrated into an intuitive, web-based suite of services including back-office, business management and client management. The platform is flexible and cloud based for scalability.

This combination of technology, normally spread across multiple providers, into one, provides a market-leading solution for high quality financial planners and wealth managers in the UK.

NextWealth view

Fusion Wealth is part of Benchmark Capital based in Horsham. Benchmark Capital is now majority owned by Schroders and Fusion is the platform that will power the Schroders Personal Wealth service, the JV between Schroders and Lloyds. Fusion supports Benchmark Capital's adviser network Aspect 8 and a number of independent financial planning businesses, including First Wealth and Sandringham Partners. Financial planners like the integrated platform, back office, DFM and compliance support. They say it allows them to run more efficient and lower risk businesses. We think for firms looking to adopt the entire stack from one supplier, Fusion works really well.

Assets under influence:
£5.8Bn at 1 September 2019
Ownership:
Wholly owned subsidary of Benchmark Capital Limited. In 2016, Schroders purchased a strategic stake in Benchmark Capital Limited. In 2018, Schroders increased stake to 77% and assumed control.
Technology Partnerships:

SEI (Wealth Platform)

Integrations

5/5
Based on 1 reviews
Cash Management
Cashflow Modelling
Client Portal
Other
Practice Management System
Research
Suitability Profiling

No integrations available for Cash Management

No integrations available for Cashflow Modelling

No integrations available for Client Portal

No other integrations available.

Enable (Best Practice)

FE Analytics

Oxford Risk

Legend:

Integrates One Way

Integrates Both Ways

Reviews

Leave a review for Fusion Wealth (Benchmark)
5/5
Willingness to recommend
5/5
Integrations
5/5
Value for money
5/5
Service
We use Benchmark because it works seamlessly with risk tool, back office, client portal and it all hangs together and reduces inefficiency. Every time I work with another platform over Fusion it makes the entire advice process less efficient and cost ultimately goes up for the client. Even if another platform is 5-10 basis points cheaper, in my experience it's not worth it.
Anonymous October 2019

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