Fuze applications

About Fuze applications

Fuze provides a financial management platform that aggregates data from over 20,000 financial accounts, offering real-time insights into clients' net worth, asset performance, and financial health. This enables financial professionals to deliver timely, data-driven advice and optimize investment strategies for their clients.

```xml <problem> Financial professionals often struggle to gain a comprehensive, real-time view of their clients' financial situations due to fragmented data across numerous accounts and institutions. This lack of consolidated data hinders their ability to provide timely, informed advice and optimize investment strategies. </problem> <solution> Fuze is a financial management platform designed for financial professionals, providing a consolidated view of client finances by aggregating data from over 20,000 financial accounts. The platform offers real-time insights into net worth, asset performance, and overall financial health, enabling advisors to deliver data-driven advice. By centralizing client financial information, Fuze empowers financial advisors, wealth managers, financial planners, and private banks to make informed decisions, optimize portfolios, and strengthen client relationships. The platform facilitates proactive advice by providing alerts and notifications on changes to customer circumstances. </solution> <features> - Aggregates data from over 20,000 financial accounts, including traditional and non-traditional sources. - Provides real-time insights into client net worth, assets, liabilities, and portfolio performance. - Offers detailed views of allocations, income, expenditure, unrealized gains and losses, and insurance details. - Generates net worth statements and balance sheets. - Delivers real-time alerts and notifications on changes to customer circumstances. - Provides a comprehensive, up-to-date view of the entire client base and their finances in one place. - Read-only access to data ensures no financial transactions can be undertaken on the platform, enhancing security. </features> <target_audience> Fuze is primarily designed for financial advisors, wealth managers, financial planners, and private banks seeking a comprehensive platform to manage and analyze client financial data. </target_audience> ```

What does Fuze applications do?

Fuze provides a financial management platform that aggregates data from over 20,000 financial accounts, offering real-time insights into clients' net worth, asset performance, and financial health. This enables financial professionals to deliver timely, data-driven advice and optimize investment strategies for their clients.

Where is Fuze applications located?

Fuze applications is based in Harrogate, United Kingdom.

When was Fuze applications founded?

Fuze applications was founded in 2022.

Who founded Fuze applications?

Fuze applications was founded by Edward Fuchs.

  • Edward Fuchs - Founder/Chief Executive
Location
Harrogate, United Kingdom
Founded
2022
Employees
3 employees
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Fuze applications

Score: 18/100
AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

Fuze provides a financial management platform that aggregates data from over 20,000 financial accounts, offering real-time insights into clients' net worth, asset performance, and financial health. This enables financial professionals to deliver timely, data-driven advice and optimize investment strategies for their clients.

fuze.website100+
Founded 2022 – Harrogate, United Kingdom

Funding

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Team (<5)

Edward Fuchs

Founder/Chief Executive

Paul Simpson

CTO

Company Description

Problem

Financial professionals often struggle to gain a comprehensive, real-time view of their clients' financial situations due to fragmented data across numerous accounts and institutions. This lack of consolidated data hinders their ability to provide timely, informed advice and optimize investment strategies.

Solution

Fuze is a financial management platform designed for financial professionals, providing a consolidated view of client finances by aggregating data from over 20,000 financial accounts. The platform offers real-time insights into net worth, asset performance, and overall financial health, enabling advisors to deliver data-driven advice. By centralizing client financial information, Fuze empowers financial advisors, wealth managers, financial planners, and private banks to make informed decisions, optimize portfolios, and strengthen client relationships. The platform facilitates proactive advice by providing alerts and notifications on changes to customer circumstances.

Features

Aggregates data from over 20,000 financial accounts, including traditional and non-traditional sources.

Provides real-time insights into client net worth, assets, liabilities, and portfolio performance.

Offers detailed views of allocations, income, expenditure, unrealized gains and losses, and insurance details.

Generates net worth statements and balance sheets.

Delivers real-time alerts and notifications on changes to customer circumstances.

Provides a comprehensive, up-to-date view of the entire client base and their finances in one place.

Read-only access to data ensures no financial transactions can be undertaken on the platform, enhancing security.

Target Audience

Fuze is primarily designed for financial advisors, wealth managers, financial planners, and private banks seeking a comprehensive platform to manage and analyze client financial data.