No hassles. No BS. Easy to implement, proven digital solutions for Digital Assets.
Whether it’s hybrid digital advice or self-directed investing, FusionIQ One delivers both investment journeys in one integrated platform. Give your banking clients the investing experience they want in a white labeled platform that helps you build your brand.
Solutions / Digital Assets
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
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, Digital Assets 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 Digital Assets a clear path forward. With four easy to implement modules, our team works with you to deliver the profitable digital workflows and process automations Digital Assets need to scale operations to achieve profitable growth.
FIQ Journey
Whether your goal is attracting and retaining clients, providing your clients with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing digital advice for your mass affluent and digital first clients, 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 TAMP+
FIQ TAMP+ the is first true digital TAMP, integrating our end-to-end wealth management platform with advanced portfolio management technology. FIQ TAMP+ provides the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale for profitable organic growth.
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 client portals. Create personalized portfolios at scale and a lower cost. And asset managers have a digital channel to distribute their products.
Winning
the Digital Game
Winning
the Digital Game
Goals-based Investing
Helping clients 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 client 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 the FusionIQ One mobile app, or integrating our solution into yours, we deliver the mobile experience your clients 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.
FusionIQ appoints former Fidelity leader as senior strategic advisor
FusionIQ Partnership Broadens Regulated Crypto Access for Advisors
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
FusionIQ Joins Forces With Avantis Investors To Enhance Strategy
FusionIQ Canada Deepens Digital Growth with Partnership
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.
