Scale your existing AUM efficiently with digital hybrid advice (investor-driven or advisor-led) and self-directed investing solutions. Use automated workflows to make digital onboarding happen in just minutes. Take advantage of hybrid digital advice tools for better oversight and the ability to balance your clients’ personalized portfolios—supporting rep-as-portfolio-manager or home-office strategies. And, tap into our model marketplace of custom portfolios to recommend for every investor journey and for every risk appetite.

Benefit from the seamless integration with Pershing, APEX Clearing, and Fidelity (among others) for truly custodian-agnostic wealth tech.

FusionIQ is modular and cost-effective—you have the flexibility to deploy the specific solution you need or lean on our expertise to build out a private-labelled platform in as little as 6 weeks, including mobile app investing functionality.