Powering Digital Wealth at Scale
FusionIQ empowers financial institutions and advisors to grow assets, retain their clients, and simplify the wealth management and investing experience.
Leverage modern wealth tech to deliver configurable self-directed, digital advice, and advisor-assisted investing—under your brand to your customers and clients. Implement your own private-labeled solution, leveraging the modules you need for your business in as little as 6 weeks, and onboard new clients in a matter of minutes.
Banks, credit unions, RIAs, asset managers, insurance brokers, and HR/Payroll providers utilize our technology to expand their product offerings and retain and attract customers. Our broad network of custodial integrations allow you to expand your wealth offerings when and how needed.
Explore how FusionIQ can enable your organization to launch or enhance your digital wealth management offerings—and your business.
Best-in-class Investing Experience
- Digital advice capabilities, self-directed investing, and an administrative portal
- Attract and retain clients and grow your AUM
- Expand your institution’s offerings
Benefits Start at Onboarding
- Shorter, automated client onboarding and digital workflows
- Unified user experience for clients
- Capital retention at institutions, with reduced ACH outflows
Modern Wealth Technology
- Multi-custodian platform offering brokerage and advisory features
- Mobile-optimized and modular, configurable solutions
- Self-sufficient customer experience
- Multilingual support capabilities
An award-winning digital wealth management platform
Best Digital Solution Provider – WealthTech FinTech Futures Banking Awards 2024
Best Wealth Management Solution – 2024 Global BankTech Awards
Finalist – 2024 Credit Union Times Luminaries Awards
Excellence Awardee WealthTech Provider of the Year – InvestmentNews Awards 2024
Best Digital Solution Provider, Highly Commended – 2023 Fintech Futures Banking Tech Awards
Best as-a-Service Solution for Wealth Management –Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year – InvestmentNews Awards 2024
Double Finalist – 2024 ThinkAdvisor Luminaries Awards
USE CASES
Simplify Wealth Management for Investors
Expand Product Offerings
Launch D2C investing capabilities in as little as 6 weeks, including low-cost robo-investing.
Automate and Monetize Small Account Management
Help new investors get started quickly and easily with a low barrier to entry.
Streamline New Account Digital Onboarding
Onboard a new client in as little as 5 minutes and offer an array of investment offerings for every step of their investment journey.
Wealth Tech Your Customers and Clients Appreciate
FusionIQ technology provides a unified digital experience, combining low-cost brokerage and digital advice, tailored to unique financial needs and goals.
Digital Advice
We help you match your customers’ goals to the right portfolio. Let beginner investors select an option and watch their money grow.
Advisor-led Investing
With hybrid advice, your experts manage investments and give customers and clients a fluid mobile and web experience to view and track their investments.
Self-directed Investing
Give customers who want a DIY experience the autonomy to create their new brokerage account, fund it, and choose their own investments.
Digital Onboarding
Streamline the online onboarding of new and lower-dollar wealth customers, helping your team focus on managing existing assets and customer relationships.
Model Marketplace
Ensure every customer’s investment journey is a successful one with access to a growing library of investing models.
Plug and Play
FusionIQ technology seamlessly integrates with trusted, industry-leading custodians including (but not limited to) Pershing, Fidelity, DriveWealth, and Apex Clearing.
HOW IT WORKS
Modular, Turnkey Technology That Does the Heavy Lifting
Implement a full digital wealth management platform or configure to address specific needs in your existing setup.
Flexibility and power go together. Choose the modules you need for your institution and client needs, or build a configurable private-label platform in as little as 6 weeks. Give your advisory clients, bank customers, or credit union members the investing tools they want and need.
Wealth Tech Insights
Independent Broker-Dealers and Credit Unions: Where Tech Specialists Come In
Digital Strategies for Wealth Management Success in 2025
