Banks and credit unions can now deploy a spectrum of wealth services—digital advice (robo-advice), full self-service investing, or advisor-supported investing (hybrid). Financial institutions can utilize this technology to digitally onboard new investors in a matter of minutes with a 100% digital process.

Make digital investing an extension of your core banking or credit union platform with single-sign-on and automatic funding account linking. Stem ACH outflows to your competitors while also offering customers and members secure wealth tech at the institution they already trust.

As a technology provider, FusionIQ is modular—meaning flexibility to deploy the specific module you need, or to build out a complete, private-label platform. Solutions can be ready for market in as little as 6 weeks, with options to add a mobile investing app and multilingual support. Wealth specialists and advisors have access to a model marketplace of custom portfolios that’s tailor-made for investors’ risk appetites.

FusionIQ is custodian agnostic, meaning seamless access across trusted, industry-leading custodians including (but not limited to) Pershing, Fidelity, DriveWealth, and Apex Clearing.