Blog

Blog

Aug
16

How Fractional Share Tech and Direct Indexing Can Make You A Better 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…

Dec
8

Webinar: How AST is Pioneering the Digital Transformation Among Transfer Agents with FusionIQ

The Transfer Agency landscape has evolved greatly over the years. Recognizing the shift in shareholder preferences to comprehensive financial wellness…

Nov
18

Webinar: FusionIQ, Copper Financial & Apex Partner to Democratize Wealth Management for Credit Union Members

If credit unions want to retain membership in today’s competitive digital age, they need to offer access to digital investing….