Fulcrum Equity Management (“Fulcrum”), a leader in providing FinTech and Investment Solutions, recently announced the launch of their new customizable Turnkey Asset Management Platform (TAMP) – Fulcrum Advisor Portal.
Finally, a TAMP designed for your firm.
"We designed Advisor Portal to be different than other TAMP's. We wanted our platform to be flexible enough to work with any size firm, big or small, and truly add value and efficiencies." - Craig Love, President and Founder of Fulcrum Equity Management
Advisor Portal offers a one-stop, affordable wealth management solution replacing the inefficient model of combining multiple platforms and technologies to manage client relationships and investments.
Our streamlined process integrates Automated Account Opening, Online Risk Assessments, Investment Management and Proposal Generation into one Advisor friendly interface giving advisors more time to focus on what they do best - building and maintaining client relationships.
Fulcrum Advisor Portal – everything you could ask for in a TAMP and more.