Wealth Management Technology for Asset Managers
Configurable, digital-first solutions that broaden distribution, increase wallet share, and promote investor engagement.
FusionIQ offers wealth management technology that enables asset managers to expand their offerings to include capabilities such as digital advice (robo-advice), self-service investing, or advisor-supported investing (hybrid).
Give your network and clients best-in-class, modern investing tools. Mobile and web digital onboarding and dashboards provide an efficient, user-friendly experience for investors. The modular technology features direct integrations with custodians like Pershing and Fidelity, and to fund providers for seamless access to mutual funds, ETFs, SMAs, and models.
Offer a direct-to-fund experience through your own private-label, custom branded digital portals (or integrate it into your existing advisor experience) that can be launched in as little as 6 weeks — without building new infrastructure.
USE CASES
Use Cases for Asset Managers
Increasing Advisor Mindshare
Digitally onboard new investors in just minutes with all AML, KYC, and CIP compliance accounted for. Keep your time focused on what matters to you while at the same time starting to build long and successful relationship.
Gaining Shelf Space
Access a marketplace of custom portfolios with a single click. Utilize and recommend the ones best suited for your investors’ risk appetite and life goals.
Offering a Better Client Experience
Your clients now have a direct-to-fund experience through a private-label framework, without the need for new infrastructure.
Maintaining Brand Control
Customize your technology modules, including colors, fonts, imagery, and more to match your exact brand standards.
