Wealthtech Firm Announces New Platform For Workflows And Process Automation With Branding To Focus On Ease Of Use And Disruptive Change
Wealthtech firm FusionIQ launched the FusionIQ One platform with four integrated modules to enable IBDs, RIAs and financial institutions to implement a white-labeled platform in as little as six weeks. Clients can be onboarded in five minutes on many custodians. The platform branding is designed to communicate the ease with which the platform can be implemented and the firm’s commitment to delivering innovative, intuitive and scalable solutions.
The firm’s CEO, Mark Healy, said, “The new FusionIQ One brand lets the wealth management industry see how our digital technology has evolved into an all-in-one platform and the value it’s bringing to our clients. By providing an easy on-ramp to digital, FusionIQ One is helping advisors and institutions say goodbye to legacy technology. We’re delivering the integrated platform they need to scale and grow.”
The platform contains four pay-as-you-grow modules that deliver workflows and process automations: Digital Advice, Self-Directed Investing, finTAMP and Digital Model Marketplace. In addition to these modules, an API Integration Suite is available for additional tools required by clients.