Time is the great equalizer in financial services—we all get the same 168 hours per week. Yet some advisors consistently outperform their peers while working fewer hours. Their secret?
Strategic automation and operational efficiency gets the job done faster.
Leading advisors are transforming their practices through smart systems and processes—here's how they're reclaiming 15+ hours every week.
The Hidden Cost of Manual Operations for Advisors
For many independent advisors, particularly those managing $10-50M in AUM, operational tasks consume valuable hours that could be spent growing their practice. This is the reality of a typical week before automation:
From Time-Strapped to Time-Rich: A Transformation Scenario
Meet Sarah, an advisor managing $15M in AUM who ignited her practice through automation. Like many advisors, she previously spent nearly 25 hours weekly on operations, limiting her ability to grow her practice and serve clients effectively.
5 Ways Fusion Can Save You Time
1. Lightning-Fast Account Opening
Traditional account opening and other back-office tasks have long been a bottleneck, consuming huge chunks of time for a typical advisor. Fusion's automated system reduces this to less than 3 minutes per account and frees up 3 to 4 hours weekly for growth activities and client relationships.
2. Efficient Trading and Portfolio Management
Fusion's automated processes reduce traditional trading and rebalancing time from 4 to 6 hours to less than two hours weekly. The platform enables simultaneous implementation of sophisticated trading strategies across multiple accounts, ensuring consistent management throughout your book of business.
3. Streamlined Multi-Custodial Management
Managing accounts across multiple custodians and different systems can take up to 4 hours each week and be very difficult to coordinate. But the challenges go beyond just time management. Industry-wide, a high percentage of new account applications come in Not In Good Order (NIGO), creating significant frustration for clients, advisors, and custodians alike. These errors lead to delays, rework, and damaged client relationships.
An integrated platform transforms this process in two critical ways. First, it reduces multi-custodial management time by allowing you to work within one system. Regardless of the custodian, the system and process stay the same - only the paperwork generated changes. Fusion Elements also provides a unified practice view and aggregates accounts in one location. Second, through our proprietary processes and software guidance, we can help reduce NIGO rates to less than 5%, dramatically improving operational efficiency and client satisfaction.
4. Enhanced Investment Management
By providing comprehensive models and research capabilities, Fusion reduces traditional investment management time from 3 to 4 hours to approximately one hour weekly, without compromising on quality or depth of analysis.
5. Simplified Back-Office Administration
Fusion's automated systems reduce traditional back-office operations from 4 to 5 hours to 1 to 2 hours weekly, allowing your team to focus on meaningful client interactions rather than routine paperwork.
The Business Revenue Impact: Converting Time to Growth
When advisors automate operational tasks, they can redirect their focus to client relationships and business development. For advisors managing $10-50M in AUM, this operational efficiency can translate directly to practice growth while maintaining work-life balance.
The potential impact is significant. With the capacity to add two new clients per month, each with an average portfolio of $500,000 and a 1% advisory fee, practices can generate an additional $120,000 in annual revenue ($5,000 per client × 24 new clients).
The Bottom Line: Transform Your Practice
For advisors seeking growth or better work-life balance, Fusion's automation platform delivers measurable results. Our technology helps you reclaim 15+ hours weekly, increase your service capacity, and reduce operational friction—all while maintaining the personal touch your clients value.
Ready to reclaim your time? Get in touch to see how Fusion can transform your practice efficiency.
