We make it easy for financial advisors and institutions to be digital wealth leaders.
Give your clients and advisors the digital experience they want. Get the workflows and process automations you need to profitably grow at scale.
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
Digital Disruption is Here
It’s challenging banks and credit unions as they face customer retention and ACH outflow issues.
RIAs, broker-dealers, and family offices are looking for efficiencies to address rising infrastructure costs. Financial advisors and institutions need scalable digital wealth solutions to meet these challenges and win in an increasingly competitive environment.
You Become the Industry Disruptor
FusionIQ makes it easy to adapt to digital disruption with proven, easy to implement digital wealth solutions that address the major challenges financial advisors and institutions are facing.
Our highly experienced team understands your needs and works collaboratively with you to implement white-labeled products that deliver true end-to-end workflows in as little as six weeks. And our cloud-native platform means our products have the flexibility and scalability to grow with you.
Winning the Digital Game
The award-winning FusionIQ One platform opens up new lines of revenue, captures greater share of wallet, increases client and advisor satisfaction, and delivers efficiencies to allow for profitable growth. When you win the digital game, you are the leader.
Winning the Digital Game
The award-winning FusionIQ One platform opens up new lines of revenue, captures greater share of wallet, increases client and advisor satisfaction, and delivers efficiencies to allow for profitable growth. When you win the digital game, you are the leader.
An award-winning digital wealth management platform
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
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
Finalist 2024 WealthManagement.com 'Wealthies' Industry Awards
Double Finalist 2024 ThinkAdvisor Luminaries Awards
Peace of Mind Security
With cybersecurity threats growing, FusionIQ’s SOC 2 Type II Compliance and Information Security Officer gives clients confidence in our data security controls.
Saying Goodbye
to Legacy Systems
Workflows
that Actually Work
True end-to-end workflows means you can profitably scale your growth, seamlessly integrating new revenue streams.
Make your
Brand Stand Out
Giving your clients new ways to invest with you, and a digital experience that is intuitive and enjoyable, on the device of their choice, your brand stands out.
The End of Paper
Processes
The 100% digital platform delivers the process automations you need so advisors can spend their time with clients and prospects.
Pay As You Grow
Our integrated, modular platform means you pay for what you need, when you need it.
No More Long-Term Custodian Contracts
Our multi-custodian platform gives you exposure to a wide range of custody options at attractive pricing.
Integrated Digital
Investing Journeys
Whether it’s self-directed investing or hybrid digital advice that is client driven, rep assisted, or advisor led, the flexible FusionIQ One platform lets you personalize your client investing approach.
Zero to Digital
Our leading technology and experienced team can give you an award-winning, white label digital platform in as little as six weeks.
Love Your Small Accounts
Delivering hybrid digital advice and self-directed investing in a single investor journey means you can service your mass affluent accounts at scale while diversifying your revenue streams by democratizing your investing processes.
