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Fusion Wealth (Benchmark)
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.
Fusion Wealth is part of Benchmark Capital based in Horsham. Benchmark Capital is majority-owned by Schroders and Fusion is the platform that powers 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. For firms looking to adopt the entire stack from one supplier, Fusion works well.
£13.8 bn as at 30 September 2020
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.
SEI (Wealth Platform)
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)
Integrates One Way
Integrates Both Ways