No hassles. No BS. Easy to implement, proven digital solutions for Family Offices.

FusionIQ delivers the integrated digital workflows and process automations family offices need to simplify their tech stack, enhance client service, and lower their operating costs. Give your clients and team the digital experience they want, get the efficiencies, security, and productivity you need to create profitable operations.

Solutions / Family Offices

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 the need for portfolio diversification to secure and seamless technology, family offices are facing increased complexity and rising operational costs.

FusionIQ’s easy to implement products make digital transformation straight forward for family offices. Our highly experienced leadership team works with you to implement white label digital solutions with attractive client and advisor portals in as little as six weeks.

Bring your front, middle, and back offices together in a single digital workflow to get the operational efficiencies, advanced data analytics, and customization you need to win in an increasingly competitive environment.

FIQ Journey

Whether your goal is providing hybrid advice for your digital first clients or giving your clients the flexibility to make their own trades in a self-directed brokerage account, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey. Get a white label platform with client and advisor dashboards for your family office 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 client portals. Create diversified and personalized portfolios your ultra-high-net-worth clients at a lower cost. And get a digital channel to distribute your strategies or 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 client experience, flexibility, and efficiency family offices need for profitable growth.

Show Your Clients the Big Picture

A consolidated Digital Client Dashboard lets your ultra-high-net-worth clients see their entire investment picture – from balances and positions to transaction history, orders, documents, money movement and portfolios – all in one place. And account householding gives them permission-based visibility into the broader household.

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 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.

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.
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