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.
Help is available 24/7 by accessing TradePMR's Insight Advisor Portal. Insight provides clear and concise tutorials, videos and many additional resources for advisors needing assistance or information. Insight can be accessed from your Fusion Start Screen by clicking on the Insight tile.
TradePMR staff is available and ready to assist you! Our dedicated teams are ready to make your transition to TradePMR seamless and easy. If you need assistance, please contact our Advisor Services Team at 888-723-3767, Option 5 or email email@example.com.
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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.