Fusion is a Windows application and does not run on Mac OS X devices. However, Fusion can be run on OS X through the use of Windows virtualization software, such as Parallels Desktop or VMWare Fusion, and an installed copy of Windows 7 or higher.
The Fusion Learning Center is growing and is an excellent source of supplemental training material. If you are looking for additional learning materials including videos, feel free to navigate over to the Learning Center tile in Fusion.
TradePMR hosts a weekly Webinar Wednesday at 4:15 ET and is designed to provide a clear overview of the Fusion platform including account opening, service requests, trading and fee processing. Below is the link and phone conference ID for this week’s Fusion webinar. If you have any questions prior to the session, please feel free to contact the Advisor Services department.
Conference Phone: 1-800-309-2350
Conference ID: 32606
We are here to help with your transition to Fusion. If you can’t find the area you are looking for or have a specific Fusion question not answered in our Learning Center, please feel free to reach out to Advisor Services at 888-723-3767, option 5 or firstname.lastname@example.org.
The Fusion account opening system has been totally revamped make creating an account at TradePMR easier than ever. Fusion supports every account type and allows all account documents to be uploaded without the need to email or FAX. We’ve also partnered with digital signature provider Docusign to streamline electronic account opening.
Basket trading has been significantly enhanced to allow much larger baskets to be verified and submitted in significantly less time. New intuitive workflows simplify opening and closing positions and rebalancing accounts.
Change baskets allow you to bulk-change open orders rather than changing them one at a time. You can also quickly cancel a batch of orders using a cancel basket.
Fusion introduces My Practice, a set of screens that gives you current and historical data about your entire book of business. It includes average account size, total assets over time, top accounts, client age distribution, and much more.
Fusion was designed from the ground up with touch screens in mind using larger buttons, click targets, and fonts. As a result, Fusion is easy to use on a desktop, touch laptop, or Windows tablet.
The fee calculator has been expanded to support monthly and quarterly fee calculations in addition to the current days-in-period method. A minimum fee can now be assessed on a per account basis as the ability to exclude the cash balance from fee calculations. Multiple fee schedules are now supported along with the ability to aggregate fees across households.
Fusion introduces a new workflow system in the form of Service Requests provide secure, trackable, communication with our internal operations groups. Routine like check requests, account updates, and document submissions are now full automated reducing the need for emails and phone calls.
The alerts system has been reworked to allow a centralized inbox for system generated notifications. Each user can select the alerts he wants by subscribe to and receive an email when an alert fires. You can even get a text message on your mobile phone.