The BEST Account Opening for Independent RIAs
Spend less time doing busy work and more time meeting with clients!
3.64 Billion
Assets managed on the Fusion Elements Platform
2,238 Active Users
Using Elements to help them manage their accounts.
75,196 Forms Filled
Using the only forms solution specifically built for RIAs.
2.78% NIGO Rate
The percentage of accounts that get NIGO'd when using Elements.
The Only End to End Account Opening Solution for RIAs
From generating paperwork, signing, account opening, funding, and quality review. Elements is the only true end-to-end solution.
Never Forget a Form Again!
When you use Elements to generate your paperwork, our system automatically selects the forms required. New account applications, LPOAs, Move Money, etc... and other best-practice forms are added automatically.
Put an End to NIGO Hell
with AI Validation
We all hate when a stupid, fat finger typo delays our account opening. Or we forget to fill out a simple field and now we are playing phone tag with our client and the custodian.
Fusion Element's 67-point NIGO verification engine automatically validates your forms, including verifying phone numbers, email addresses, mailing addresses, and even performing Patriot Act validation to ensure your paperwork is as NIGO free as possible.
Prefill Your Forms From Anywhere
In addition to using our easy to use wizards, you can pre-fill information from previous applications, existing accounts, driver's license, social, our client portal, Redtail, Wealthbox, SmartOffice, Orion, as well as any app that has a Zapier connection.
Driver's License
Simply scan or upload the back of your client's driver's license and we will do the rest.
Social Media
Big Brother is here to help. Elements can scan the web to pre-fill information for your clients.
CRM System
We can connect to virtually any CRM system to pull in your client data.
Client Portal
Gather information directly from your clients using our self-service client portal.
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.
The Power of Elements
Tiffany W.
Transferred 231 accounts from one RIA to another, in 2-days - NIGO free.
Justin M.
Opened 26 Accounts via docusign in one afternoon.
Nico P.
Transferred 23 Million, across 375 accounts using just 130 DocuSign emails.
Plans & Pricing
Try Elements for 30-Days for free!
Try before you buy! Your first 30-days are on us. If you determine that it isn't right for you, just let us know and we'll cancel your account before your card is charged.
Need More?
Contact us about Enterprise pricing, which includes unlimited users, forms, support for multiple offices, direct integration with the custodian and your portfolio management systems.
*Jobs are any time the system is used to generate paperwork, regardless of the number of accounts or forms included. Additional jobs are $1/job, not available in the free tier.
You Might Be Wondering...
Do you support straight through processing?
Can you create forms in bulk/create transition paperwork?
Can I use my own Docusign account?
Can you add my custodian?
Can I use my own forms?
What if I need more users or forms?
Can we setup custom rules for how forms should be prefilled?
Can we setup custom rules for which forms to use?
How is my data protected?
Can we...
Still have questions?
OURÂ VISION
We believe that financial advisors should be focused on financial planning and not wasting time on administrative tasks.
We believe that, by building efficient processes and automating the work that can be done by machine, financial advisors will be able to focus their time on what they do best, whether helping clients, closing more deals, improving their golf game, or spending time with their family.
Our mission is to provide financial advisors with the tools and resources they need to build efficient and effective businesses. We do this by connecting all their systems, prefilling paperwork, minimizing “NIGOs,” automating workflows, and providing full transparency through the process.
If you are a financial advisor who is looking to achieve more with less, we invite you to join us on our mission to help financial advisors change the world, one client at a time.
OUR TEAM
We have a deep bench of industry know-how helping us build better solutions for you and your clients.
Founded in 2011 by 20-year advisory veteran Ryan Borer, he leverages his experience as an advisor, wholesaler, and leader of multiple RIA ops teams to help our clients build efficient and profitable businesses.
Our technology team is made up of the former CIO of Pension Financial, Bruce Ferguson.
Our CTO, Leibel Sternbach, who brings a depth of financial planning knowledge typically not found in the FinTech space.
Leibel is an Enrolled Agent with the IRS, an Accredited Portfolio Management Advisor, Chartered Financial Consultant, NSSA certified advisor, has his Series65 and Life/Annuity Licenses. He has written several Amazon best-selling books on financial planning, and his advice has been featured on Fobes, Reader's Digest, InvestmentNews, MarketWatch, LegalZoom, CNN Business, FOX, CBS, NBC, USA Today, ThinkAdvisor, WealthManagement, and Yahoo! Finance websites.
