Blog
Aug
16
How The Use of Fractional Share Technology and Direct Indexing Can Make You An Improved Investment Manager
Over the past several years, investing has become more democratized and accessible to a greater number of wealth builders. Strategies…
Aug
2
Using ESG Portfolio Customization to Align Values and Investments
Modern investors want their capital to reflect their values. Fortunately, investment techniques and technology allow investors and advisors to build…
Jul
28
Webinar: Eliminating Barriers to Investing in Digital Asset Classes with FusionIQ & Equity Trust Company
Cryptocurrency is now a nearly $2.3 trillion market. Investors of all sizes are eager to invest and engage their advisors…
Jun
29
Empowering Investors with Seamless Access to the $2.3 Trillion Cryptocurrency Market Through Partnership with Equity Trust
Nearly one in five Americans has invested in, traded, or used cryptocurrency as of March 2022, according to an NBC…
May
10
Retain Credit Union Members Through Digital Investing
As next generation investors turn to digitally-enabled fintech platforms accessible right from their smartphone, membership retention has become a challenge…
Apr
26
Enhancing the Income Investing Experience with FusionIQ + YieldX
Back in May 2021, we announced a partnership with YieldX to revolutionize the way advisors and investors access fixed income…
Apr
21
Going Beyond Table Stakes: Expectations vs. Reality
How does your digital experience stack up to modern client expectations? For today’s investors, a client portal or mobile app…
Mar
14
Introducing the Industry’s First FinTAMP
For quite some time, advisors have had a decision to make. They could leverage a fintech platform, or build a…