Fusion Capital Management

Fusion Capital Management Investment Advisory Services offered through Fusion Capital Management, an SEC Registered Investment

Founded in 2011, Fusion Capital Management provides the technology that fits your process, the marketing that fits your value, the investment solutions that fit your clients, and the operations that fit your needs.
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What We Do: We provide end to end support for IARs and RIAs. We have over 75 direct advisors and institutional clients (RIAs) with more than 300 advisors and over 2500 agents totalin

g over $800 million of assets under advisement. Our technology allows advisors to grow their firm efficiently, without having to commit more time, human resources, or outside support to their firm. We put the advisors’ growth potential back in their own hands. How We Do It: Our proprietary platform, Fusion Elements, offers advisors and RIAs "Operational Alpha". We provide a semi-structured framework for practice management based on our best practice guides, but allow advisors and RIAs to customize these to fit their specific processes and needs. You are at the wheel, but we provide the best navigational route. This allows the advisor to truly own their success while eliminating the need to “Re-invent” the business process wheel. Fusion Elements can connect with over 750 different applications, giving advisors the flexibility to define their own process, but the structure to use that process efficiently. Why We're Different: Our goal is to create technology that advisors will actually want to use. Our simplified, centralized, and intuitive interface is designed to significantly reduce the learning curve required in leveraging technologies like Money Guide Pro, Orion, AdvisoryWorld and Fusion Elements. In addition, Fusion Elements automatically helps advisors integrate and leverage their CRM, Cloud Storage, Proposal and Marketing Tools as part of their overall business practice. Advisors can think of Fusion Elements as the Operating System or “glue” - bringing all of those silos of information together as a single, cohesive practice management tool. One platform, one login, one framework that ties all of your independent business needs together into one solution: Fusion Elements.​

Frustrated with your RIA? Ask us how you can make more money without raising fees! Click to learn more!
02/02/2023

Frustrated with your RIA? Ask us how you can make more money without raising fees! Click to learn more!

11/26/2020
A world-wide pandemic doesn't make things easy on anyone, but we hope that our team at Fusion has been making it a littl...
05/14/2020

A world-wide pandemic doesn't make things easy on anyone, but we hope that our team at Fusion has been making it a little less difficult for all of our partners. We just wanted to say a quick thank you, and let all of you know that we're here to help!

This video is about TY Video

And that’s a wrap on another great year for the Fusion Team (and friends)! Thanks to all our clients and partners who he...
01/22/2020

And that’s a wrap on another great year for the Fusion Team (and friends)! Thanks to all our clients and partners who helped make it a success!

P.s. Don’t worry.. Everyone “Escaped” from the holiday party and is back to work today.

Our Advisory Summit in Cabo last month was one of the most well received events to-date. Check out the event recap now!
12/05/2019

Our Advisory Summit in Cabo last month was one of the most well received events to-date. Check out the event recap now!

We are happy to have added Bruce Ferguson and his over 25 years of experience innovating technology in the financial ser...
09/24/2019

We are happy to have added Bruce Ferguson and his over 25 years of experience innovating technology in the financial services industry to our team! As Director of Technology he will play a key role in shaping our future! Read more about Bruce in the link below!

Fusion is excited to add an incredible asset to our team in Bruce Ferguson, an accomplished technology leader in the financial services space. Bruce will serve

From the office to the alley, the Fusion team is excited to bowl through another year together. Thanks to everyone who h...
01/11/2019

From the office to the alley, the Fusion team is excited to bowl through another year together. Thanks to everyone who helped make 2018 such an incredible year for us! Looking forward to a great 2019!

Our Fusion Team is hanging out at the Ed Slott and Company Training in Coronado this week. Stop by the booth to learn ho...
10/25/2018

Our Fusion Team is hanging out at the Ed Slott and Company Training in Coronado this week. Stop by the booth to learn how Fusion removes operational frustration for advisors.

First we work, then we “work”. Proud to host our largest group ever at our 2018 Fusion Advisory Summit in Nashville!
09/21/2018

First we work, then we “work”. Proud to host our largest group ever at our 2018 Fusion Advisory Summit in Nashville!

07/27/2018

Our Fusion Capital Management team is at the Ed Slott and Company training in Chicago talking to advisors about how they can remove the friction from their operations. If you're there, stop by the booth and say hi to Justin and Sandy!

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9111 Cypress Waters Boulevard, Suite 140
Dallas, TX
75019

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