No hassles. No BS. Easy to implement, proven digital solutions for Custodians.
We deliver the profitable digital workflows and process automations Custodians need to scale operations to achieve profitable growth. Diversify your revenue channels and deliver a better experience for your clients and advisors.
Solutions / Custodians
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
From significant price compression which is directly impacting bottom lines, to clients demanding a better investor experience and a clearer value proposition, Custodians are looking for solutions to these challenges.
Increasingly they recognize that digital technology is key to growth, but the path forward is not always clear.
The intuitive FusionIQ One platform gives Custodians a clear path forward. With four easy to implement modules, our team works with you to deliver the profitable digital workflows and process automations Custodians need to scale operations to achieve profitable growth.
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Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.
Customized Risk Tolerance
We know every organization likes to approach their risk tolerance questions in their own way, so we let you customize your risk tolerance questionnaire.
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.
Mobile App
Whether it’s using the FusionIQ One mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.
Winning
the Digital Game
Winning
the Digital Game
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.
FusionIQ appoints former Fidelity leader as senior strategic advisor
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
FusionIQ Partners With Avantis Investors For Advisor Access To Funds Lineup
FusionIQ partners with Kinecta Federal Credit Union to revolutionize digital wealth management
Kinecta Federal Credit Union Taps FusionIQ for Digital Wealth Platform
An award-winning digital wealth management platform
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Finalist 2024 WealthManagement.com 'Wealthies' Industry Awards
Double Finalist 2024 ThinkAdvisor Luminaries Awards
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.
