Update: Fusion Wealth platform (part of Benchmark)

written by Rich Mayor

Monday, 08 July 2024

Fusion Wealth is now part of Benchmark Capital.

The platform is still called Fusion Wealth but carries the Benchmark logo. It’s also made various proposition changes, which you can see in Analyser.   

The platform is designed to be used by large advice firms and wealth managers. It operates under the branding of its parent company Benchmark Capital, which in turn is owned by Schroders.

It was launched in 2010 and runs on proprietary technology. As at May 2024, it had £19.93bn in total platform assets under administration.

The lang cat view

"Fusion Wealth is the platform part of a wider, integrated offering to advice firms and their clients.

"Advisers who join the group get access to an entire ecosystem of things advice firms need, including regulation and compliance support, back-office and fully integrated CRM in the form of Enable, investment solutions and platform.

"It is as much a network, consolidator, technology provider and support services provider as a pure platform."

Source: State of the Platform Nation 2023/24 – access your copy inside Insights & Help.

There are a total of 28 platforms available to research and compare in Analyser. You can find out more about each of these, including Fusion Wealth, on Analyser’s platform directory.