Transforming Wealth Management with Scalable, Modular, Integrated Digital Solutions
Quickly launch cost-effective, private-labeled investing and advisory solutions for clients in every wealth bracket.
Whether you’re a financial institution, an insurance company, or an RIA, FusionIQ has technology modules that deliver every part of the digital investment experience. This includes automated, advisor-led/hybrid advice, or self-directed investing, paper-free onboarding, access to a library of model portfolios, and custodian agnostic integrations.
Given the modular nature of FusionIQ, you can choose just the technology you need or lean on our expertise to provide a turnkey solution with investment management, regulatory compliance, and customer support.
Now you can offer wealth management through fractional shares and low minimum investment accounts. Multilingual support is available in the modules we build, and everything from onboarding to document management is digital, with a full audit trail.
Onboard a new client in as little as 5 minutes and build out a full private-label platform in as little as 6 weeks. Support customers at every point along the wealth continuum, across all ages, and democratize the wealth building process.
Case Studies
Top 3 Largest Credit Union
- Provided credit union members with both digital investment advice and self-directed brokerage capabilities (2022).
- Enhanced customer acquisition capabilities with expanded product offerings.
- Launched integrated mobile investing experience utilizing FusionIQ’s mobile technology and drove a 10x digital investor account growth in one year of deployment (2022-2023).
Regional Bank
- Provided bank customers with a 100% digital wealth management experience available on web, mobile, and tablet platforms.
- Identified and converted existing customers interested in wealth management.
- Accommodated growing customer volumes and ensured efficient resource utilization.
- Eliminated the need for costly on-premises infrastructure.
- Added alternative investments to give customers more asset class options.
USE CASES
Wealth Management For Every Kind of Investor
Expand Product Offerings
Launch D2C investing services in as little as 6 weeks, including low-cost robo-investing.
Automate and Monetize Small Account Management
Help new investors get started quickly and easily with a low barrier to entry.
Streamline New Account Digital Onboarding
Onboard a new client in as little as 5 minutes and offer an array of investment offerings for every step of their investment journey.
Pick and Choose the Investment Solutions Your Clients Need
Add a modular, configurable digital onboarding experience, combining low-cost brokerage and advisory services into your existing ecosystem.
Digital Advice
Let investors set it and forget it. For those who prefer the robo-investing path, we help you match your customers’ risk appetite and goals to the right portfolio. All questionnaires are saved and can be modified later without retaking them, saving customers time and effort. All investments can be tracked on a dashboard in your mobile app, as well as on the web portal.
Use Case: Kinecta Federal Credit Union now helps their members grow their assets with a brand they trust, offering them digital advice or self-directed investing options. This keeps ACH outflows to competitor institutions to a minimum while strengthening existing member relationships.
Advisor-led Investing
Have your experts manage investments and give customers a fluid mobile and web experience to view and track their investments within your ecosystem.
Use Case: Enabling hybrid advice for Valley Bank means their customers now have access to a trusted investment advisor as well as a digital portal to view their holdings, balances, recent activity, and their risk profile overview. Onboarding customers took fewer than 5 minutes as we leveraged customer banking information from existing accounts. Through modular configurations, brand colors, fonts, and backgrounds were adjusted to give customers the most seamless experience possible on mobile and browser.
Self-directed Investing
Give customers or members who want a hands-on approach the freedom to fund and choose investments for their brokerage account. Supportive features allow them to receive real-time quote data, investment news, and chatbot help services.
Use Case: Naval Federal Credit Union deployed this FusionIQ module in addition to Digital Advice in 2022. With the integration of FusionIQ mobile investing technology in 2023, account growth accelerated 10x for their digital banking demographic in just a year.
Digital Onboarding
Streamline the online onboarding of new wealth customers and members, helping your team focus on managing existing assets and relationships.
Use Case: Kinecta Federal Credit Union wanted a digital platform to complement traditional in-branch wealth management. By complementing their in person/advisor practice with FusionIQ, they now incubate smaller accounts and serve both the younger and digital demographic. By pulling member information from existing checking and savings accounts, Kinecta eliminated duplication of account information. The result was a turnkey solution that removed entry barriers and offered a smoother, shorter onboarding process.
Model Marketplace
Ensure every investment journey is a successful one with access to a growing library of investing models to select from. This module is available to every client.
