Events

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The Canadian Advisor Tech Expo

We’re excited to be a Bronze sponsor of the Financial Planning Association of Canada’s 2023 Canadian Advisor Tech Expo! This virtual conference is an outstanding opportunity for Canadian financial advisors to learn more about technology options in the Canadian marketplace. We're looking forward to showing advisors how the FusionIQ One platform makes it easy to […]

PMAC 2023 National Conference

Fairmont Royal York Hotel 100 Front St West, Toronto, Ontario, Canada

We are proud to be Silver sponsors of the 2023 PMAC National Conference. Our team is looking forward to meeting portfolio managers at PMAC's most highly anticipated event of the year. Learn more about FusionIQ One for portfolio managers here: https://ca.fusioniq.io/portfolio-managers

3rd Annual ThinkAdvisor LUMINARIES Awards Dinner

New York City New York City, NY, United States

FusionIQ is a double Fintech/TAMP Platform nominee for both Firm and Individual in the Financial Investment & Innovation Category The ThinkAdvisor LUMINARIES Awards shine a spotlight on how individuals and firms are changing the investment advisory industry where it matters most. Read our news release announcing our nomination here: https://fusioniq.io/news_releases/fusioniq-recognized-as-finalist-in-two-categories-of-thinkadvisors-luminaries-class-of-2023

iConnections Global Alts 2024

Fontainebleau, Miami Beach , United States

Meet the FusionIQ team at iConnections Global Alts 2024 to learn more about how the multi-custodian FusionIQ One platform brings together multiple asset classes in a single wealth management platform.

CUNA Governmental Affairs Conference

Walter E. Washington Convention Center Washington, D.C,, United States

Meet the FusionIQ team at the CUNA Governmental Affairs Conference to learn more about how the FusionIQ One wealth management platform is delivering the digital experience credit union members want and the new digital investing services credit unions need for profitable organic growth, improving the financial well-being of their members and the communities they serve.

BISA 2024 Annual Convention

The Diplomat Beach Resort Florida, United States

Meet the FusionIQ team in booth 600 at the BISA Convention to learn more about how the FusionIQ One platform is delivering the digital experience customers want and the new digital investing services banks and credit unions need for profitable organic growth.

InvestmentNews RIA Connect New York

Conrad New York Downtown

Meet the FusionIQ team at RIA Connect New York to learn more about how the multi-custodian and multi-asset class FusionIQ One wealth management platform is delivering the end-to-end digital workflows (onboarding, portfolio management, reporting) and process automations RIAs need to scale operations for profitable organic growth.

Finovate Spring

Marriott Marquis San Francisco San Francisco, United States

Meet the FusionIQ team at the West Coast’s leading fintech event to learn more about how the flexible, cloud-native FusionIQ One wealth management platform is delivering the digital workflows and process automations financial advisors and institutions need to scale operations for profitable organic growth.

Consensus by CoinDesk

Austin TX, United States

Meet the FusionIQ team at Consensus to learn more about how FIQ Market One empowers investors and advisors to 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.  

Banking Tech Awards USA Ceremony

583 Park Avenue 583 Park Avenue, New York, NY, United States

FusionIQ is honored to be recognized as a 2024 Banking Tech Awards USA finalist as Best as-a-Service Solution for Wealth Management. We look forward to joining fellow industry leaders as FinTech Futures recognizes the outstanding achievements and successes in the banking and fintech industry across the United States at this gala event.

Meet the FusionIQ Team at BNY Mellon | Pershing INSITE 24

Gaylord Opryland Resort & Convention Center Nashville, United States

We're proud to be back as a Tech Central Sponsor of INSITE24! Meet the FusionIQ team in both #T16 at the BNY Mellon | Pershing INSITE conference to learn more about how the FusionIQ One platform integration with Pershing is making it easy for financial advisors and institutions to scale for profitable organic growth.

Canadian Advisor Tech Expo

Canadian AdvisorTech Expo 2024 Virtual Conference We're proud to be back as a Bronze Sponsor of the 2024 Canadian Advisor Tech Expo. Please join us for our session on June 11 at 2:00 pm to learn more about our recent integration with Interactive Brokers Canada. This new integration unlocks a range of benefits for portfolio […]

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