Get the easy on-ramp to greater efficiency and higher productivity at a lower cost than a conventional 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.
Products / FIQ TAMP+
FIQ TAMP+
FIQ TAMP+ not only delivers frictionless workflows between investors, advisors, and firms, but the most comprehensive set of features in a digital TAMP today.
Streamlined Digital Compliance
Our compliant friendly platform delivers anti-money laundering (AML), Know Your Customer (KYC), and Customer Identification Program (CIP) tracking for a fully automated middle office.
Fast and Flexible Client Onboarding
100% digital client onboarding means your TAMP clients are onboarded in as little as five minutes and onboarding can be client driven, rep assisted or advisor led. FIQ TAMP+ lets you choose.
Automatically Generate Impactful Client Proposals
Our automatic proposal generator produces beautiful, impactful proposals that make it easy to display portfolios.
Data Security Compliance
Our SOC 2 Type II Certification is your assurance data security is our top priority.
Show Your Clients the Big Picture
A consolidated Digital Client Dashboard lets your 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.
Sophisticated Portfolio Management Tools
TAMP+ makes building, managing, analyzing, and rebalancing your models easy, cost effective, and painless across client accounts. Rep as PM and home office strategies can sit next to our institutional quality third-party strategists. You can highlight your comprehensive investment strategy to investors and bring your models into proposals.
You Become the Industry Disruptor
America's Best TAMPS
FusionIQ Named One of America’s Best TAMPS For Fourth Consecutive Year.
Give Your Advisors
the Full Picture
Our digital Advisor Workstation puts your advisors in control of their practice with a dashboard that delivers a consolidated view of their entire book of business across multiple custodians.
Automated Rebalancing
FIQ TAMP+ makes portfolio rebalancing easy as your portfolios rebalance automatically on a schedule that you set.
Automatically Generate Impactful Client Proposals
Our automatic proposal generator produces beautiful, impactful proposals that make it easy to display portfolios.
Flexible ETF 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. FIQ TAMP+ puts you in control.
An award-winning digital wealth management platform
Best Digital Solution Provider – WealthTech FinTech Futures Banking Awards 2024
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Double Finalist 2024 ThinkAdvisor Luminaries Awards
Give Your Advisors the Full Picture
Our digital Advisor Workstation puts your advisors in control of their practice with a dashboard that delivers a consolidated view of their entire book of business across multiple custodians.
Seamless Integration of Back-Office Services
From compliance to reporting, order management and custody, the FIQ TAMP+ takes the friction out firm management, seamlessly integrating your front, middle and back offices give you the ability to grow at scale.
Notifications & Alerts
FIQ TAMP+ helps advisors manage their practice with in-platform notifications as well as email and SMS capabilities.
Teams and Branch Management
From office teams to multi branch hierarchy, FIQ TAMP+ gives firms the flexibility to seamlessly manage permissions and controls, whatever your size and structure.
Winning
the Digital Game
Winning
the Digital Game
White Labeled So Your Brand Stands Out
Your brand matters. Our dynamic white label process makes your brand take center stage with your clients.
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, FIQ TAMP+ can quickly integrate, further enhancing the employee and client experience.
API Integration Suite
FIQ TAMP+ offers an API suite to help with integrations so you can get even more out of your asset management program.
Multilingual Structure
FIQ TAMP+ is multilingual so you can communicate with your clients in a variety of languages opening new opportunities for growth.
Mobile App
Whether you use our mobile app or integrate our solution into yours, FIQ TAMP+ delivers the mobile experience your clients want.
