Resources - Fusion CRM

The information found in Resources will guide the Financial Adviser through the process of using Advice Online

Demonstration Videos

Associated documents (PDF & Word) below

Advice Record Savings Plan

Advice Record Retirement Plan

Advice Record Lifetime Plan


Getting Started

Onboarding process

Report Builder

Smart Panels

Additional Resources

New Product

Financial Advice Online

Our new product, Financial Advice Online, has been designed for members of the Financial Services Industry who need a readymade customizable portal to provide digital financial advice. 

The software creates a financial plan together with an advice document for your clients.  

This product is ready for both the Australian and New Zealand market. 

NZ Customers
Plencore Wealth Ltd holds relevant URL for New Zealand clients