Digital Advice

Digital Advice Path

The digital advice path utilizes a risk assessment questionnaire
to recommend optimal investment portfolios to meet the investor’s objectives.

Platform Benefits for your firm

 

White Label Solution

We understand how important it is for you to have your clients interact in an environment that respresents your brand–so the investment platform is totally customized to your specifications including your colors, logo, and language.

Each white lable site allows your clients to experience the same consistent touch points on multiple devices or in-person.

 

Streamline Operations

Streamline your operations through a paperless, automated process.

Our digital investment platform give you the ability to open accounts quickly and paperless. The automated asset allocation, rebalancing and tax harvest tools allow you to manage those accounts efficiently.

 

Open Architecture

FusionIQ’s digital investment platform provides you with all the tools needed to deliver a digital solution to your clients. We understand that each solution is unique, which is why we are custodian agnostic, giving you the ability to choose the custodial firm that makes the most sense for your needs.

  • Create custom portfolios based on tailored risk assessment questions and mapping
  • Comprehensive analytical tool set and workstation to create portfolios while aggregating required data and point-of-sale suitability analysis
  • Fees that are transparent to each end client
  • Unique client experience based on your own brand

 

Scale your Business

We charge an account fee rather than a basis points, allowing for a cost sensitive digital solution.

In addition, we have negotiated competitive agreements with several custodians and offer the ability to trade fractional shares. Offers a low cost solution with the flexibility of fractional shares, allowing you to profitably attract and service smaller accounts. This enables you with the ability to scale your business without the challenges smaller accounts typically represent.

 

Benefits More Than Just Financial Firms

Leveraging FusionIQ’s adaptive dynamic portfolios through a white labeled digital investment platform can provide a whole new market opportunity for your business.

Even firms not traditionally in financial services have the ability to provide a low cost, quality solution to their client base. This allows them to enhance the client experience and build brand loyalty.