My Profile

Here you can set the contact and branding information that will be used by Fusion Elements.

Company Contact Information

Company Name:

Address:

Zip Code:

City:

State:

Logo:

Client Portal Settings

Select a URL:

https://

You can use one of our in-house domains for your client portal, or you can use your own domain. To use your own domain, enter it in the URL box above, and then have your hosting provider setup a CNAME record for your domain pointing to client.myinvestmentoffice.com. (Just copy and paste that last sentence and they'll know what to do.)