No hassles. No BS. Easy to implement, proven digital solutions for RIAs.

We deliver the frictionless digital workflows and process automations RIAs need to scale operations to achieve profitable growth. Diversify your revenue channels and deliver the digital experience your clients and advisors want.

Solutions / RIAs

5 Minutes

to Onboard a New or Existing Client

6 Weeks

to Implement a White Label Platform

115,000+ Investors

on FusionIQ One

FusionIQ integrates with many of the largest and most trusted custodians

Become a Digital Leader

From significant price compression which is directly impacting bottom lines, to clients demanding a better investor experience and a clearer value proposition, RIAs are looking for solutions to these challenges.

Increasingly they recognize that digital technology is key to growth, but the path forward is not always clear.

FusionIQ gives RIAs a clear path forward with easy to implement products that deliver the frictionless workflows and process automations RIAs need to scale operations for profitable organic growth and the advanced data security you need for peace of mind.

FIQ TAMP+

FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and member experience, flexibility, and efficiency firms need to scale for profitable organic growth.

FIQ Market One

Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and client portals. Create personalized portfolios at scale and a lower cost. And get a digital channel to distribute your products.

FIQ Journey

Whether your goal is attracting and retaining clients, providing your clients with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing digital advice for your mass affluent and digital first clients, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.

Multi-Custodian Platform

FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.

Customized Risk Tolerance

We know every organization likes to approach their risk profile questions in their own way, so we let you customize your risk tolerance questionnaire.

Meaningful Data Insights​

The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.

Mobile App

Whether it’s using our mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.

Streamlined Digital Compliance

Our compliance friendly platform delivers AML, KYC, and CIP tracking.

Seamless Integration of Back-Office Services

From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.

Notifications & Alerts

FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.

Meaningful Data Insights

The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.

An award-winning digital wealth management platform

Finalist Banking Tech Awards USA 2024 Best as-a-Service Solution for Wealth Management

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

Asset Manager Platform of the Year 2022 Wealth Solutions Report

America’s Best TAMPS 2021, 2022, 2023 and 2024

Teams and Branch Management

From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.

Single Sign On (SSO)

For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.

CRM Integrations

FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.

Additional Investment Journeys

We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your digital advice program a success.
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