Deliver the portfolio personalization your clients want at the scale you need to grow.

The Digital Model Marketplace makes it fast and easy for advisors and firms to create personalized portfolio solutions at scale. Whether you choose models created by leading strategists, build your own, or use a combination of both, you’re in control of winning investment strategies at a lower cost. And it gives you a digital channel to distribute your own custom models.

Products / Digital Model Marketplace

Digital Model Marketplace Module

Portfolio Personalization at Scale

Combining a digital model marketplace with our all-in-one advisor platform makes it easy for firms to develop portfolio personalization at scale so advisors spend more time with their clients delivering the investment experience they want.

Flexible Model Portfolio Solutions

Select portfolios developed by our curated list of third-party strategists, create your own model portfolios, or use a combination of both. Create synthetic ETFs, curated lists, and thematic investing portfolios. With the Digital Model Marketplace, you’re in control.

Going Beyond ETFs and Fund Models

The Digital Model Marketplace goes beyond ETFs and fund models to include alternatives and structured product models, giving your high- and ultra-high-net-worth-clients exposure to a broader world of investment opportunities.

Access to Top Strategists

FusionIQ gives advisors and firms access to a broad range of the top investment strategists, asset, and model managers.

Data Security Compliance

Our SOC 2 Certification is your assurance data security is our top priority.

You Become the Industry Disruptor

Automated Rebalancing

Rebalancing model portfolios is easy as the platform automatically rebalances portfolios on a schedule that you set.

Automated Investment Proposals

The platform takes the time out of proposal development, automatically generating beautiful, easy to read and understand proposals that demonstrate your value as an advisor.

A Digital Distribution Channel for Your Portfolios

If you’re building customized model portfolios leveraging the FusionIQ technology, you can put your models into the Digital Model Marketplace, showcasing them to thousands of advisors and firms across America.

A Lower Cost Solution

The efficiencies of our digital marketplace mean you access models and distribution at a fraction of the cost of traditional marketplaces and distribution channels.

An award-winning digital wealth management platform.

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

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

2021 Impact Innovation Award Aite Novarica

America’s Best TAMPS 2021, 2022 and 2023​

Multi-Custodian Platform

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

Single Sign On (SSO)

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

API Integration Suite

FusionIQ One Plus offers an API suite to help with integrations so you can get even more out of your digital platform.

White Labeled so Your Brand Stands Out

Your brand matters. Our dynamic white label process makes your brand take center stage with your clients.

Multilingual Structure

FusionIQ One’s multilingual platform structure lets you communicate with your clients in a variety of languages opening new opportunities for growth.

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.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience let 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.
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