In 2023, FusionIQ achieved a breakthrough with the launch of the FusionIQ One wealth management platform.
This cloud-native platform brought together FusionIQ’s four wealthtech modules – Hybrid Digital Advice, Self-Directed Investing, Digital Model Marketplace, and finTAMP – into a seamlessly integrated platform with the end-to-end workflows, including onboarding, portfolio management, reporting and process automations financial institutions and advisory firms need to scale for profitable organic growth.
The multi-asset, multi-custodian and multilingual FusionIQ One platform is delivering results across the wealth management industry with seven major partner announcements over the past two quarters with banks, fintechs, asset managers, RIAs, and independent broker-dealers. These announcements recognize the flexibility of FusionIQ One’s cloud-native structure to deliver game-changing innovation, powering a broad range of new initiatives that are creating value beyond conventional approaches in wealth management.
