Scale your growth with the flexible self-directed investing experience your clients want.
Whether your goal is a small accounts solution, a new revenue channel, lowering infrastructure costs, faster client onboarding, or giving your full advice clients an opportunity to make some trades on their own, the FusionIQ One self-directed investing module will have you achieving your goals in as little as six weeks.
Products / Self-Directed
Self-Directed Module
Onboard. Fast.
Your clients are onboarded and investing in minutes on many of the most trusted custodians.
Streamlined Digital Compliance
Our compliance friendly platform delivers AML, KYC, and CIP tracking.
Checkout Cart or Ticket Trading. You Decide.
Give your clients an Amazon-like shopping experience with our checkout cart market or choose a traditional ticket based trading environment.
Fractional Or Whole Share Trading. You Choose.
Let your clients take positions in some of the world’s most dynamic stocks with fractional trading.
Data Security Compliance
Our SOC 2 Certification is your assurance data security is our top priority.
You Become the Industry Disruptor
Show Your Clients the Big Picture
A consolidated Digital Client Dashboard lets your clients see their entire investment picture – from balances and positions to transaction history, orders, documents, money movement and portfolios – all in one place. And account householding gives them permission-based visibility into the broader household.
Personalized Watchlists
Your clients can create personalized watchlists so they can keep track of the stocks they care about.
Recurring Deposits and Systematic Withdrawals
Clients can set up recurring deposits or systematic withdrawals to better manage their finances.
A Variety of Account Types
From individual to joint, custodial or IRA, FusionIQ One supports a full range of self-directed account types.
An award-winning digital wealth management platform.
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
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
2021 Impact Innovation Award Aite Novarica
America’s Best TAMPS 2021, 2022 and 2023
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
API Integration Suite
FusionIQ One Plus offers an API suite to help with integrations so you can get even more out of your digital platform.
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.
White Labeled so Your Brand Stands Out
Your brand matters. Our dynamic white label process makes your brand take center stage with your clients.
Multilingual Structure
FusionIQ One’s multilingual platform structure lets you communicate with your clients in a variety of languages opening new opportunities for growth.
Mobile App
Whether it’s using the FusionIQ One mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.
