Use Cases for Integrating Modular Wealth Tech
Configurable wealth management technology delivering private-labeled brokerage and advisory solutions for institutions and investing professionals.
Offer a modern digital wealth management experience to your investors. Onboard customers or members in minutes, streamline account creation, provide multiple investing options, keep advisors audit-ready, and expand investment offerings.
Weath Tech Use Cases
Expanding Product Offerings
Offer D2C investing services such as low-cost digital advice (robo-investing), advisor-led, or self-directed investing. Get a fully private-labeled solution in as little as 6 weeks.
Use Case: Reduce ACH outflows to your competitors and simultaneously provide a value-added service that your customers or members will appreciate.
Onboarding New Accounts Faster
Streamline new account digital onboarding in minutes with 100% e-consent forms. Banks and credit unions can eliminate the duplication of personal information by leveraging information from existing checking or savings accounts. This reduces friction and account abandonment.
Use Case: Capture the digital-first, younger demographic who are eager to invest and appreciate a quick, paperless, hassle-free signup.
Tapping Mobile Banking Audiences
Give your customers or members a secured mobile experience that’s a seamless extension of your existing app or ecosystem. Let them view their advisory and/or self-directed brokerage accounts with a helpful dashboard that shows all their holdings and transaction history. Don’t have a mobile app? We can launch one for you, including multilingual support.
Use Case: Institutions with a separate account for digital advice services and self-directed trading can now integrate both in the private-label app, for consistent branding and user experience.
Monetizing Small Account Management
Wealth management is a right, not a privilege. Institutions and professional advisors now have the ability to easily add digital small account solutions, allowing new investors to start building wealth with a low minimum amount.
Use Case: Credit unions often serve marginalized communities and this will help members kickstart their investment journey.
Educating Investors
Provide real-time quote data and investment news to help inform and educate self-directed investors.
Use Case: For institutions that deploy the self-directed investing module, investors can easily search for information about stocks, bonds, and other investment vehicles. This will offer a holistic experience within your own private-label web portal and mobile app.
Expanding the Choice of Portfolio Models
Offer advisors a library of portfolios comprising different degrees of portfolio diversification, including ETFs, stocks, fixed income, digital assets, alternative investments, and private investing.
Use Case: Advisors can now build, at scale, highly customized portfolios for every investor goal, and spend more time on building trust and relationships with the communities they serve.
Supporting Asset Managers Go Direct-to-Fund
FusionIQ is custodian agnostic, meaning seamless cross-functionality with firms like Pershing and Fidelity holding client information. Our client portal allows asset managers direct-to-fund access.
Use Case: Asset managers can get expanded distribution of their products to a broader digital demographic while keeping costs and disruption levels low.
