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
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
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
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
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
Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards
Asset Manager Platform of the Year 2022 Wealth Solutions Report
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.
Winning
the Digital Game
Winning
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.
