Fusion Scorecard

The Fusion Scorecard program offers a comprehensive assessment of every aspect of your RIA. We begin our process with a multi-day client intake evaluation and methodically evaluate every relationship, every contract, every process, system, practice and we determine the bottlenecks your business faces, hindering growth. At the end of our calculated assessment, we present you, the client, with a thorough, written evaluation of our findings AND a plan to implement to resolve issues.