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

115,000+ Investors

on FusionIQ One

FusionIQ integrates with many of the largest and most trusted custodians

Disruption is here.

It’s challenging banks and credit unions as they face client retention and share of wallet issues.
RIAs and independent broker dealers are looking for efficiencies to address rising infrastructure costs. Advisors and institutions need scalable digital solutions to meet these challenges and win in an increasingly competitive environment.

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.

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

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

2021 Impact Innovation Award Aite Novarica

America’s Best TAMPS 2021, 2022 and 2023​

Peace of Mind Security

With cybersecurity threats growing, FusionIQ’s SOC 2 Compliance and Information Security Officer gives clients confidence in our data security controls.

Saying Goodbye
to Legacy Systems

The all-in-one FusionIQ One platform with single sign on (SSO) lets you say goodbye to legacy software in your tech stack, helping reduce costs while increasing efficiencies.

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.

The FusionIQ Experience

Our FIQ Experience Team leads a transparent transition process that helps your team visualize the entire digital implementation. From dedicated onboarding resources and adoption consultation to expert relationship guidance so you can maximize the digital experience, we’re committed to making you a digital leader.
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