FusionIQ Earns Coveted 2024 Excellence Award from InvestmentNews

News Release
April 23, 2024

FusionIQ Earns Coveted 2024 Excellence Award from InvestmentNews

Revolutionary FusionIQ One Platform Emerges as Top Contender for WealthTech Provider of the Year

Written by : FusionIQ

WOBURN, Mass., April 22, 2024 — FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced that its all-in-one platform FusionIQ One has been selected as Excellence Awardee in the “WealthTech Provider of the Year” category for the first annual InvestmentNews Awards. This latest industry recognition confirms FusionIQ’s leading position as it transforms the digital wealth management landscape with the cloud-native FusionIQ One platform.

“FusionIQ is honored to be recognized for the second time in two months by the industry for our innovative platform solutions that make it easier for advisors and enterprises to adapt to the digital transformation that is driving the future of wealth management,” said Mark Healy, FusionIQ Chief Executive Officer. “We thank the InvestmentNews Awards team and judges for naming us an Excellence Awardee for WealthTech Provider of the Year and congratulate all our fellow Awardees.”

FusionIQ delivers the most comprehensive cloud native wealth management platform, seamlessly integrating four core modules – finTAMP, Hybrid Digital Advice, Self-Directed Investing, and Digital Marketplace – through one digital workflow to empower investors and advisors. As a core integration platform, FusionIQ One eliminates the friction between the front, middle, and back offices, resulting in more straightforward implementation and greater flexibility, efficiency, productivity, and profitability.

John Kimbro, Chief Technology Officer at FusionIQ, said, “By disrupting outdated legacy platforms, FusionIQ ensures financial professionals have the easy-to-adopt technology they need to stay ahead of the digital revolution. However, delivering a transformative digital wealth management platform takes more than amazing technology. And that’s where we excel. FusionIQ has a proven team of wealth management leaders with the deep financial expertise necessary to seamlessly integrate our solutions into existing systems and infrastructure, minimizing disruptions and saving our clients time and money.”

With white-label platforms implemented in as little as six weeks, FusionIQ One makes it easy and cost-effective for advisory firms and financial institutions to adapt to digital transformation, driving the digital revolution forward and redefining wealth management.

About FusionIQ

FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The cloud native all-in-one FusionIQ One platform has four modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One powers a range of easy to implement products including FIQ Journey, FIQ Market One, and FIQ TAMP+, making it easy for credit unions, banks, broker-dealers, family offices, RIAs, and asset managers to scale, delivering the digital experience clients and advisors want and the seamless workflows and process automations they need for organic growth. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ One’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions. To learn more, please visit: https://fusioniq.io

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Elizabeth Shim
Haven Tower Group
424 317 4861
eshim@haventower.com

FusionIQ

FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules — Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP — making digital transformation hassle free. FusionIQ One's simple, pay as you grow approach, makes it easy for credit unions, banks, RIAs, independent broker dealers and asset managers to scale, delivering the digital experience clients and advisors want and the workflows and process automations they need to grow. With white label integrations complete in as little as six weeks, it's easy to see why FusionIQ One's integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.

About Fusion IQ

FusionIQ is committed to providing an eCommerce platform that has everything Broker Dealers, Banks, Credit Unions, Wealth Managers and RIAs need to create a revolutionary digital wealth investing experience for their end consumer. We take great pride in offering a digital investing platform that integrates directly into your existing offering; creating operational efficiencies, cost savings, compliance support and new revenue sources for your business. This comprehensive offering reiterates our company’s values to deliver, support, and expand our best-in-class digital solution to help our partners grow their wealth management businesses.