New Platform Helps Advisors Transition To Independent Channel

Written by: Financial Advisor

FusionIQ, a provider of cloud-based wealth management solutions, has launched a new turnkey white-label wealth management platform entitled FIQ Freedom that will work with those advisors looking to break into the independent channel and help them shorten the transition process.

The platform offers several services for advisors, including rep-as-portfolio manager tools (which allow advisors to invest in securities for clients), and combines them with a seamless workflow that will bring together the front, middle and back offices.

The platform’s features include streamlined digital compliance, which will help advisors with anti-money laundering and know-your-customer identification processes.

Read the full story here.
Scroll to Top