WOBURN, Mass., June 26, 2024 — FusionIQ, a leader in the delivery of cloud-native wealth management solutions, today announced that its TAMP (Turnkey Asset Management Platform) is being recognized for the fourth consecutive year as one of America’s Best TAMPS™ by Wealth Advisor, a leading wealth management publication.

FIQ TAMP+ is one of four products powered by the award-winning FusionIQ One platform. This innovative TAMP leverages FusionIQ One’s cloud-native technology to give RIAs and Independent Broker-Dealers an easy on-ramp to greater efficiency and higher productivity at a lower cost than conventional TAMPs. Delivering a frictionless workflow between investors, advisors, and firms, FIQ TAMP+ is redefining what a TAMP can be today.

“We are honored to receive this commendation from Wealth Advisor,” said Mark Healy, Chief Executive Officer of FusionIQ. “At FusionIQ, we are dedicated to simplifying digital transformation for RIAs and Independent Broker-Dealers. This recognition for our game-changing TAMP underscores our commitment to providing innovative solutions that give our clients the competitive edge they need to win. Thank you to Wealth Advisor for this latest recognition of our award-winning technology and congratulations to our industry peers also named to the 2024 list of America’s Best TAMPS™.”

Scott Martin, Executive Editor of Wealth Advisor, commented on the evolving landscape of TAMPs: “Outsourcing at least part of the investment function is now standard operating procedure for many firms, big and small. The future will be full of new technologies, new relationships, and innovations we can’t even dream about. Advisors who grab that future now have everything they need to thrive.”

FIQ TAMP+ is that future, integrating an end-to-end wealth management platform with advanced portfolio management technology, providing the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale for profitable organic growth. Key features include:

• Streamlined Digital Compliance: AML, KYC, and CIP tracking.
• Fast Onboarding: In as little as five minutes on many trusted custodians.
• Impactful Client Proposals: Automated proposal generator produces beautiful proposals that make it easy to display portfolios.
• Digital Client Dashboard: Clients see their entire investment picture in one place.
• Data Security Compliance: FusionIQ’s SOC 2 Certification provides peace-of-mind security.
• Digital Advisor Workstation: Advisors are in control of their practice with a consolidated dashboard across multiple custodians.
• Automated Rebalancing: Easy portfolio rebalancing as the platform automatically rebalances portfolios on a schedule advisors set.
• Flexible Model Portfolio Solutions: Advisors select model portfolios from third-party strategists in our Digital Marketplace, create their own, or a combination.
• Seamless Integration of Back-Office Services: From compliance to reporting, order management and custody, support functions are integrated.
• Mobile App: Use the FusionIQ One mobile app, or integrate FIQ TAMP+ solution into a firm’s existing mobile app.
• Dynamic White Label Process: Get a highly customizable white label platform in as little as six weeks.

John Guthery, Chief Investment Officer at FusionIQ, concluded, “We’re delighted to have FusionIQ recognized among the best TAMPs in America. Together, we are empowering advisors to set their own course when managing client portfolios while growing their books of business. Our work continues as we bring our cloud-native solutions to advisory firms seeking the key to becoming digital wealth leaders.”

Wealth Advisor’s guide profiles the most dynamic TAMPs on the market, the “new mainstream” for advisors seeking the best platforms to grow their firms.

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 FIQ TAMP+– making digital transformation hassle-free. FusionIQ One powers a range of easy-to-implement products including FIQ Freedom, 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