Fusion

Elevating the client experience for asset managers and wealth advisors.

UI / UX Design

App Prototyping

Product Strategy

Smartphone displaying Fusion app showing net worth and account balances on a blue and teal background with the word FUSION in white.

Fusion Capital Management supports asset managers and wealth advisors through services and technology.

In partnership with Anvil & Hammer, we modernize the design of Fusion’s client portal to better serve customers and clients alike.

Financial dashboard showing net worth of $1,304,497.79 and three account balances: $862,416.50, $441,871.29, and $210.00.

Financial dashboard showing Fusion net worth of $1,304,497.79 with accounts: Primary Account $862,426.50, Growth Investments $441,871.29, and Plaid Savings Account $210.00.

Fusion website homepage with tagline 'Bring your clients. We handle the rest.' showing capital management software on laptop and smartphone, highlighting client operations and client connectivity features.

Mobile phone screen showing Fusion app with financial account summary including net worth of $1,304,497.79 and account details for Bobby Alexrod's Primary Account and Growth Investments.

Four smartphone screens showing different views of Fusion investment account with balances, asset allocation, holdings, and message options.

WHAT WE DO

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Get in touch via email: austin(at)austinshockley.com

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