No hassles. No BS. Easy to implement, proven digital solutions for Credit Unions.

Whether it’s hybrid digital advice or self-directed investing, FusionIQ One brings them both together in a single investor journey for credit unions. Give your members the investing experience they want in a white labeled platform that helps you build your brand.

Solutions / Credit Unions

5 Minutes

to Onboard a New or Existing Client

6 Weeks

to Implement a White Label Platform

115,000+ Investors

on FusionIQ One

FusionIQ integrates with many of the largest and most trusted custodians

Become a Digital Leader

Credit Unions are facing pressure to deliver digital investment services to their members.

Many credit unions are seeing significant ACH outflows to D2C digital investing platforms. At the same time, a digital demographic is requesting a better experience on the device of their choice. Credit unions are looking to digital wealth partners who can help them deliver the solutions necessary to retain and attract members.

FusionIQ makes it easy for credit unions to implement new investment services for their members with FIQ Journey. Join other leading credit unions who are realizing profitable organic growth with our digital solutions.

FIQ Journey

Whether your goal is attracting and retaining members, providing your members with self-directed brokerage so they can make their own trades, delivering faster member onboarding, or providing digital advice for your mass affluent and digital first members, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.

FIQ Market One

Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and member portals. Create personalized portfolios at scale and a lower cost. And get a digital channel to distribute their products.

FIQ TAMP+

FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and member experience, flexibility, and efficiency credit unions need to scale for profitable organic growth.

Goals-based Investing

Helping members focus investing on life goals lets you deepen relationships. From goal identification during onboarding to an innovative goals calculator and a status tracker on the member dashboard, you create better financial outcomes.

Meaningful Data Insights​

The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.

Multi-Custodian Platform

FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.

Mobile App

Whether it’s using our mobile app, or integrating our solution into yours, we deliver the mobile experience your members want.

Streamlined Digital Compliance

Our compliance friendly platform delivers AML, KYC, and CIP tracking.

Seamless Integration of Back-Office Services

From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.

Notifications & Alerts

FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.

Meaningful Data Insights

The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.

An award-winning digital wealth management platform

Finalist Banking Tech Awards USA 2024 Best as-a-Service Solution for Wealth Management

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

Asset Manager Platform of the Year 2022 Wealth Solutions Report

America’s Best TAMPS 2021, 2022, 2023 and 2024

Teams and Branch Management

From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.

Single Sign On (SSO)

For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.

CRM Integrations

FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.

Additional Investment Journeys

We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your digital advice program a success.
Scroll to Top