Embedded Wealth for the Insurance Ecosystem

Expand your value prop beyond protection—unlock cross-sell and long-term client growth with digital investing tools.

FusionIQ enables insurers to embed digital investing and wealth management into the policyholder experience.

From annuities to managed portfolios, we help you unify your product suite with configurable, advisor-enabled technology. Launch a fully branded experience that turns policyholders into long-term investors—without building from scratch.

Our custodian-agnostic platform integrates directly into your existing portals and distribution model.

USE CASES

Use Cases for Insurance Providers

Cross-sell wealth solutions alongside annuities and permanent life

Convert policyholders into investors with low-minimum account options

Offer thematic or ESG-aligned model portfolios

Provide hybrid advisory tools with built-in planning and guidance

Deepen brand loyalty with a seamless, private-labeled experience

Explore FusionIQ for Insurance