No hassles. No BS. The easy to implement, flexible digital solutions you need to win in competitive markets.
Our experienced leadership team works collaboratively with you to implement flexible, white label wealth management solutions in as little as six weeks.
Solutions / Overview
Solutions Designed for You
We understand that every sector has their own unique challenges. And every organization has a distinct brand they want to build.
That’s why our team works with you to design customizable wealth management solutions that not only meets the needs of your sector, but helps you strengthen your brand in the minds of your clients.
FusionIQ One
for Asset Managers
FusionIQ One delivers the seamless digital workflows and process automations Asset Managers need to scale operations for profitable growth. With digital onboarding and unified client and advisor portals, Asset Managers get expanded distribution of their products into a broader digital demographic. And create your own branded experience with our customizable TAMP product.
Get the digital onboarding and client and advisor portals you need to expand your distribution.
FusionIQ One
for Banks
FusionIQ One enables banks to reach a new digital demographic by delivering both hybrid digital advice and self-directed investing in a single, integrated journey. By delivering a modern investing experience, you’ll grow your share of wallet with your customers and provide new opportunities to cross-sell and upsell products. And you’ll grow your brand with a white labeled platform that showcases your institution.
Give your customers the digital investing experience they want in a white labeled platform that helps you build your brand.
FusionIQ One
for Broker-Dealers
FusionIQ One gives broker-dealers the integrated workflows and process automations they need to streamline operations for profitable growth. Our easy to implement products and experienced leadership team can help facilitate buy-in among management. Give your clients the digital investing experience they want and open new revenue channels.
Get the workflows and process automations you need to grow, get the digital experience your clients and advisors want.
FusionIQ One
for Credit Unions
Whether it’s hybyrid digital advice or self-directed investing, FusionIQ One delivers both in one integrated journey for credit unions. Retain your members by delivering the digital investing experience they want on the device of their choice. Grow your member base by offering your digital investing programs on a white labeled platform that reinforces your brand in the markets you serve.
Give your members the investing experience they want in a white labeled platform that helps you build your brand.
FusionIQ One
for Family Offices
FusionIQ One delivers the integrated digital workflows and process automations family offices need to simplify their tech stack, enhance client service, and lower operating costs. Give you clients and team the digital experience they want on the device of their choice and get the efficiencies, security, and productivity you need to create for profitable growth.
Give your digital first clients the investing experience they want and get the workflows, process automations, and security you need for growth.
FusionIQ One
for Digital Assets
FusionIQ One enables banks to reach a new digital demographic by delivering both digital advice and self-directed investing on a single, integrated platform. By delivering a modern investing experience, you’ll grow your share of wallet with your clients and provide new opportunities to cross-sell and upsell products. And you’ll grow your brand with a white labeled platform that showcases your institution.
Give your clients the investing experience they want in a white labelled platform that helps you build your brand.
FusionIQ One
for RIAs
Connecting the front, middle, and back offices, FusionIQ One gives RIAs a clear path forward. With easy to implement products, our team works with you to deliver the end-to-end workflows and process automations RIAs need to streamline operations to achieve profitable growth. Diversify your revenue channels and deliver a better experience for your clients and advisors.
Simplify your tech stack to get the frictionless workflows and process automation you need to grow at scale.
FusionIQ One
for Custodians
The intuitive FusionIQ One platform gives custodians a clear path forward. With four easy to implement modules, our team works with you to deliver the profitable digital workflows and process automations custodians need to scale operations to achieve profitable growth. Diversify your revenue channels and deliver a better experience for your clients and advisors.
Diversify your revenue channels and deliver a better experience for your clients and advisors.
