Benchmark (Fusion Wealth)
Willingness to recommend
About the provider
Benchmark’s award-winning platform (Fusion Wealth) was launched in 2010 as one of the first integrated platform and back-office systems in the UK.
A technology-driven investment platform with its own discretionary permissions, capable of delivering firms’ Centralised Investment Propositions all in one place. Sophisticated business processing, trading and tax management are all integrated with our wider proprietary solutions including back-office, compliance services, client portal and investment solutions. The platform is flexible, and cloud based for scalability.
Innovation is in our DNA. This year we’ve introduced digital client on-boarding, client face scanning ID, suitability writer, digital annual review process, two-way cash flow integration, and secure messaging. All streamline the planning process and enhance adviser productivity.
Benchmark provide market-leading wealth management and digital solutions for wealth managers, financial planners, networks and directly authorised firms through proprietary technology that supports the full advice process, eliminating the licensing and integrating of multiple technologies.
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Wholly owned subsidiary of Benchmark Capital Limited, fully owned by Schroders since 2021.
£18bn as at 30th September 2023
SEI (Wealth Platform)
Integrates One Way
Integrates Both Ways
Enable (Best Practice)
No integrations available for Cash Management
No integrations available for Cashflow Modelling
No integrations available for Client Portal
No other integrations available.