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.