The Only Ticketing System for Financial Advisors

Discover the speed and efficiencies that come from having a system designed to help you serve your clients faster, more efficiently, and with a greater degree of accuracy.

Fusion Elements is the ONLY ticketing system specifically designed for financial advisors.

Eliminate Ambiguity

With Wizards, there's no more wondering what information you need to provide in order to get your request processed.

These amazing tools gather all the necessary details from the user, ensuring that your ops team has everything they need to get the job done right.

The Fusion Elements Wizards ensure that business rules are enforced and prevent NIGOs before they happen. This reduces friction on both sides and allows everyone to focus on what they do best.

Eliminate Ambiguity

Our Quality Review Wizards make it easy to ensure your requests are completed accurately and consistently. With dedicated tools and a process that's simple to follow, you can rely on our wizards to get the job done right.

Plus, you'll receive a quality review report at the end of the process that gets posted in the ticket. This allows the advisor to double-check and ensure everything is in order and creates a permanent record for auditing purposes.

Direct  Integrations

Custodian Alerts, NIGOs, Docusign Statuses, Emails, Transfer Statuses, and more, are automatically routed to the appropriate tickets - ensuring that you are always processing requests as quickly as possible.

Additionally, you can respond to custodian services teams, initiate requests and view account details directly from your ticket screen.

Leverage Automation

Introducing automation! With our AI, you'll be able to leave the mundane tasks to Joey (our AI) while you focus on what truly matters - resolving NIGOs and ensuring accounts are setup properly.

Leave the simple stuff to us so, you can focus on what's important.

Never Miss An Urgent Request!

Keep your work organized and streamlined with our priority list system!

This easy-to-use tool ensures that you never miss an important request and that your most important work gets done first. Order requests based on what's workable and what is a priority, and automatically assign them to the right people.Keep your priorities updated throughout the day so you can stay focused on what's important.

Integrate With The Tools You Love!

Elements is the perfect tool for businesses that want to automate their processes and get alerted when critical business decisions need to be made. With Zapier integration and webhooks, you can connect your favorite apps and get started quickly. You'll be able to work smarter, not harder, with Elements.