We make it easy for financial advisors and institutions to be digital wealth leaders.
Give your clients and advisors the digital experience they want. Get the workflows and process automations you need to grow at scale.
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
75,000+ Investors
on FusionIQ One
Disruption is here.
It’s challenging banks and credit unions as they face client retention and share of wallet issues.
You Become the Industry Disruptor
FusionIQ makes it easy to adapt to digital disruption with proven, easy to implement digital solutions that address the major challenges advisors and institutions are facing.
Our highly experienced team understands your needs and works collaboratively with you to implement white-labelled all-in-one platforms that deliver true end-to-end workflows in as little as six weeks. And a cloud-based modular approach means you pay for what you need, when you need it.
Winning the Digital Game
The award-winning FusionIQ One platform opens up new lines of revenue, captures greater share of wallet, increases client and advisor satisfaction, and delivers efficiencies to allow for profitable growth. When you win the digital game, you are the leader.
Winning the Digital Game
The award-winning FusionIQ One platform opens up new lines of revenue, captures greater share of wallet, increases client and advisor satisfaction, and delivers efficiencies to allow for profitable growth. When you win the digital game, you are the leader.
An award-winning digital wealth management platform.
Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards
Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards
Asset Manager Platform of the Year 2022 Wealth Solutions Report
Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards
Asset Manager Platform of the Year 2022 Wealth Solutions Report
FinTech Luminary Award Mark Healy Digital Wealth News
2021 Impact Innovation Award Aite Novarica
America’s Best TAMPS 2021, 2022 and 2023
Saying Goodbye
to Legacy Systems
Workflows.
That. Actually. Work.
True end-to-end workflows means you can profitably scale your growth, seamlessly integrating new revenue streams.
Make your
Brand Stand Out
Giving your clients new ways to invest with you, and a digital experience that is intuitive and enjoyable, on the device of their choice, your brand stands out.
The End of Paper
Processes
The 100% digital platform delivers the process automations you need so advisors can spend their time with clients and prospects.
Pay As You Grow
Our integrated, modular platform means you pay for what you need, when you need it.
No More Long-Term Custodian Contracts
Our multi-custodian platform gives you exposure to a wide range of custody options at attractive pricing.
Integrated Hybrid
Advice Platform
Whether it’s self-directed investing or digital advice, client driven, rep assisted, or advisor led, the flexible FusionIQ One platform lets you personalize your client investing approach.
Zero to Digital
Our leading technology and experienced team can give you an award-winning digital platform in as little as six weeks.
Love Your Small Accounts
Client driven digital advice and self-directed investing modules means you can service your small accounts at scale while diversifying your revenue streams by democratizing your investing processes.
