Make the fast break to independence with the breakaway advisor platform that puts you in control.

FIQ Freedom is the turnkey breakaway advisor platform that makes the journey to independence fast and easy.

In as little as six weeks you’ll get a white label wealth management platform that delivers the modern advisor and client experience, advanced portfolio management tools, and workflow and process automations transitioning advisors need to scale for success.

Products / FIQ Freedom

FIQ Freedom

FIQ Freedom not only delivers frictionless workflows between investors, advisors, and firms, but gives you the broadest range of features and benefits in a turnkey breakaway advisor platform. From technology to custodians, compliance to operations, FusionIQ is your trusted partner in helping you make the fast break to independence.

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 clients are onboarded in as little as five minutes and onboarding can be client driven, rep assisted or advisor led. FIQ Freedom lets you choose.

Customized Risk Tolerance

We know every RIA likes to approach their risk profile questions in their own way, so we let you customize your risk tolerance questionnaire and scoring.

Data Security Compliance

We know cybersecurity is a top priority for your RIA. Our Systems and Organization Controls (SOC 2) 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.

Rep as Portfolio Manager Tools

Our simple but sophisticated Rep as PM tools to make building, managing, analyzing, and rebalancing models easy, cost effective, and painless across your client accounts. Highlight model features, bring into proposals, and share with other advisors. And have your Rep as PM or home office models sit next to third-party strategies.

You Become the Industry Disruptor

America's Best All-in-one Platform

FusionIQ Earns Coveted 2024 Excellence Award from InvestmentNews

Get the Full Picture of Your Practice

Our digital Advisor Workstation puts you in control of your practice with a dashboard that delivers a consolidated view of your entire book of business across multiple custodians.

Automated Portfolio Rebalancing

Portfolio rebalancing is easy as the FIQ Freedom platform automatically rebalances portfolios 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 for your clients.

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 Freedom puts you in control.

An award-winning digital wealth management platform

Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024

Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

America's Best TAMPS 2021, 2022, 2023, 2024

Powerful Portfolio Management Tools

From rebalancing to order management and our Digital Marketplace, which gives advisors a single market for digital assets, alts, private investments and ETFs, FIQ Freedom makes it easy for you to manage your client’s investments.

Seamless Integration of Back-Office Services

From compliance to reporting, order management and custody, FIQ Freedom 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 Freedom 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 Freedom gives your RIA the flexibility to seamlessly manage permissions and controls, whatever your size, structure, and growth objectives.

the Digital Game

the Digital Game

White Labeled So Your Brand Stands Out

Your RIA’s brand matters. Our dynamic white label process makes your brand take center stage with your clients. And we deliver it in as little as six weeks.

Multi-Custodian Platform

FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk. And as you are our client, you have no custodian contract.

Single Sign On (SSO)

For RIAs using SSO, FIQ Freedom can quickly integrate, further enhancing the advisor and client experience.

API Integration Suite

FIQ Freedom offers an API suite to help with integrations so you can get even more out of your asset management program.

Multilingual Structure

FIQ Freedom 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 Freedom delivers the mobile experience your clients demand and you need for success.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience for RIAs led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your digital wealth management program a success.
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