No hassles. No BS. Easy to implement, proven digital solutions for Banks.
Whether it’s hybrid digital advice or self-directed investing, FusionIQ brings them both together in a single investor journey for banks. Give your customers the investing experience they want in a white labeled platform that helps you build your brand.
Solutions / Banks
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
Become a Digital Leader
Regional banks are facing unprecedented market pressures to evolve and grow their organizations.
From record setting outgoing ACHs to D2C digital investing platforms to a digitally driven demographic demanding a better experience on the device of their choice, banks are looking to digital wealth partners who can help deliver the solutions necessary for success.
FusionIQ makes it easy for banks to implement new investment services for their customers with FIQ Journey.
Join other leading banks who are realizing profitable organic growth with our digital solutions.
FIQ Journey
Whether your goal is attracting and retaining customers, providing your clients with self-directed brokerage so they can make their own trades, delivering faster customer onboarding, or providing digital advice for your mass affluent and digital first clients, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.
FIQ TAMP+
FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and customer experience, flexibility, and efficiency banks need to scale for profitable organic growth.
FIQ Market One
Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and client portals. Create personalized portfolios at scale and a lower cost. And get a digital channel to distribute your own products.
Winning
the Digital Game
Winning
the Digital Game
Goals-based Investing
Helping customers focus investing on life goals lets you deepen relationships. From goal identification during onboarding to an innovative goals calculator and a status tracker on the customer dashboard, you create better financial outcomes.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.
Mobile App
Whether it’s using our mobile app, or integrating our solution into yours, we deliver the mobile experience your customers want.
Streamlined Digital Compliance
Our compliance friendly platform delivers AML, KYC, and CIP tracking.
Seamless Integration of Back-Office Services
From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.
Notifications & Alerts
FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
FusionIQ appoints former Fidelity leader as senior strategic advisor
FusionIQ Partnership Broadens Regulated Crypto Access for Advisors
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
FusionIQ Partners With Avantis Investors For Advisor Access To Funds Lineup
FusionIQ partners with Kinecta Federal Credit Union to revolutionize digital wealth management
Kinecta Federal Credit Union Taps FusionIQ for Digital Wealth Platform
An award-winning digital wealth management platform
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Finalist Banking Tech Awards USA 2024 Best as-a-Service Solution for Wealth Management
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Finalist Banking Tech Awards USA 2024 Best as-a-Service Solution for Wealth Management
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards
Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards
Asset Manager Platform of the Year 2022 Wealth Solutions Report
Teams and Branch Management
From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
CRM Integrations
FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.
Additional Investment Journeys
We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.
