Platform Solutions

Digital Investing Platform

FusionIQ offers a digital investing platform that plugs into your existing offerings as well as new
proprietary products, creating a new revenue source that encourages increased client engagement.

Take advantage of our better, faster and cheaper platform you can access anytime, anywhere.

  • Automated, streamlined, paperless back office solution
  • Quick and painless account opening process that is custodian agnostic and integrated with existing systems
  • Clients can view their financial picture clearer on a user-friendly dashboard and intuitive client interface
  • Automatic asset allocation, rebalancing and an abundance of tax loss harvesting
  • Unique investment strategies and theme-based portfolios including ESG