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Who we are
- Overview
- Careers
What we do
Ideas
Contact
- Contact us
- Office locations
1300 023 557
Login

FUSION SURVEY.

The aim of this survey is to gather information that can then be used to develop role-specific FUSION home pages that can present you with relevant information, useful in your everyday role.

Which option best describes your current role?*
Which current front page widgets do you find most useful? Tick any that apply.
- Advertising
- ASX Closures
- Cash Balance
- Client Birthdays
- FUSION Updates
- Latest News
- News by the Minute
- On Market Buy-Back
- Open Orders
- Portfolio Valuation
- Rain Radar
- Recent Accounts
- Recent Clients
- Recent Recommendation Changes
- Search
- SMSF Alerts
- SOA Alerts
- Stock Announcements
- Stock Notifications
- Top Accounts
- Top Clients
- Total Assets under control
- Workflow Alerts
- YouTube
Speciality dashboards
In the Advisor Dashboard, which of the following widgets are useful? Tick any that apply.
- Brokerage Last 12 Months
- Cash without Holdings
- Cash without Trades
- Expiring Sophisticated Certificates
- No. of Recent Trades
- Open Orders
- Sell Recommendations
- Top Accounts by Brokerage
- Total Holdings
- Total Orders
In the Performance Dashboard, which of the following widgets are useful? Tick any that apply.
- % Accounts with no SOAs
- % Accounts with Old SOAs
- Account Profiles Incomplete
- Accounts with no Holdings
- Brokerage Current FY
- Brokerage Current Quarter
- Brokerage Last Week
- Non Trading Accounts
- Total Holdings
- Trades Current FY
- Trades Current Quarter
- Trades Last Week
In the Management Dashboard, which of the following widgets are useful? Tick any that apply.
- Expense Claims Categories YTD
- Expenses Current Year Vs Last Year
- Expenses This Year
- No. of Expense Claims For Your Review
- Top 5 $ Claims By Category YTD
- Top 5 $ Claims YTD
In the Compliance Dashboard, which of the following widgets are useful? Tick any that apply.
- File Reviews By Reviewer
- Items Due
- No. of Workflows for your review
- Reviews
- System Closed
- Top 10 Items
Your Preferences
What information would you like to see on the FUSION home page?
Do you use the FUSION Widgets User Preferences to show / hide or order the home page widgets?
- Yes
- No
- Where do I find that?
Would you like quick links to new research and Prospector campaigns on your home page?
- Yes
- No
What feature(s) / improvement(s) would you like to see in FUSION?
What aspect or feature of FUSION do you feel could use the most improvement?
Email
This field is for validation purposes and should be left unchanged.

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AFSL No. 243480 © 2024 Bell Potter Securities Limited