Wealth Management Tech for Broker-Dealers
Experience a scalable, digital-first technology solution that empowers broker-dealers to onboard new clients faster, expand product offers, and stay compliant.
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.
USE CASES
Use Cases for Dealer-Brokers
Supporting the Next Generation of Investors
Onboard new investors digitally, in a matter of minutes, with AML, KYC, and CIP compliance accounted for. All our private-label solutions have the option of multilingual support.
Small Account Profitability
Broker-dealers are looking for ways to engage more long-tail clients, seen as vital in expanding a firm’s AUM and building a foundation for future success. Set up small account solutions with low dollar minimums.
Prioritizing Cost-Effective Automation
Rely on automated workflows to reduce operational drag and improve compliance oversight.
Hybrid Digital Advisor Tools
Our hybrid digital advice tools allow for expanded service offerings to attract a broader range of new clients.
