Wealth Tech for Registered Investment Advisors
FusionIQ is a scalable, digital-first technology solution for RIAs to onboard clients faster, expand product offerings, and reduce costs through efficiency.
Strengthen your RIA firm with technology and modules that can help you offer advanced wealth management features and services to your clients. Enhance advisor portfolio management, expand your suite of RIA offerings, and give your clients a best-in-class, modern investing experience.
Plan for future growth by providing younger digital-savvy first-time investors the tools to build generational wealth. By deploying our robo-advisor and self-directed investing solutions, you can encourage them to start investing early.
Onboarding new clients is done in a matter of minutes with our 100% online process. Our advisor portal allows one-click access to all documentation and risk assessment questionnaire data so that your firm is always SEC-compliant. Access our model marketplace of custom portfolios to recommend the right one for every investor’s risk appetite.
FusionIQ is modular and cost-effective – with the flexibility to deploy only the solution you need. Or lean on our expertise to build out a private-labeled platform in as little as 6 weeks, and can include a mobile investing app and multilingual support. Our tech stack is custodian agnostic and works seamlessly with Pershing, Fidelity, and APEX Clearing (among others).
Case Studies
Alterna
Alterna, a US registered investment advisor and broker-dealer, wanted wealth technology to offer RIA-as-Portfolio-Manager solutions to retail clients.
- Offered tools with a seamless workflow connecting the front, middle, and back offices.
- Enabled models to be built, managed, analyzed, and rebalanced across client accounts with ease and high cost-effectiveness.
- Streamlined digital compliance, client onboarding, and risk tolerance customization.
- Provided the ability to have advisor models sit next to third-party strategies.
- Delivered a dashboard with a consolidated view of a professional’s entire book of business.
“Through the ‘client portal,’ Alterna can digitally onboard clients in a matter of minutes. Clients answer risk tolerance questions and pick a portfolio suitable for their investing needs. The portal allows client to see their assets and move money in and out without the assistance of the advisor. As the advisor, Alterna leverages the ‘advisor portal’ where they can see client assets, manage portfolio models, and rebalance or trade on behalf of their customers.”
USE CASES
Use Cases for RIAs
Supporting the Next Generation of Investors
The asset management sector has seen a rising demand for automated and DIY investment services, and FusionIQ allows you to expand your client base and 100% digitally onboard these new investors in a matter of minutes.
Lowering the Barrier to Entry
Investment accounts with high minimums deter and disincentivize the people who need to build wealth the most. Give investors a pathway to opening low-minimum accounts, while allowing you to keep your focus on your existing client relationships.
Prioritizing Cost-Effective Automation
Onboarding investors is 100% digital, saving you time to better understand their goals, build relationships, and abide by your fiduciary duty.
Providing Mobile Solutions
To stay competitive, RIAs must engage investors where they are: on their phones and online. Get a private-label wealth management app solution for your firm in as little as 6 weeks.
