FusionIQ has announced a new appointment to enhance its platform to help industry professionals become digital wealth leaders.
John Phillips joins the firm as senior strategic advisor, with extensive knowledge of the financial services industry built up in roles such as chief operating officer at Gomez Advisors,where he focused on global expansion, and his most recent tenure as executive vice president and head of platform sales at Fidelity Institutional, part of Fidelity Investments.
“I’m delighted to join the team at FusionIQ,” said Phillips, who starts his new role next week. “I have long admired the company’s commitment to innovation and its dedication to providing cutting-edge solutions for financial advisors and their clients. The team at FusionIQ understands the opportunities for a digital platform that can reduce friction and facilitate client and advisor engagement. It’s a privilege to be working with a growth-oriented firm and team making an impact on the industry.”
At FusionIQ he will focus on consulting with industry professionals at RIAs, family offices, and broker-dealers to help them drive growth, efficiency, and transformation strategies.
The firm’s FusionIQ One platform, which integrates with leading custodians, broker-dealers, and wealthtech providers, provides modules for advice, self-directed investing, digital marketplace, and a turnkey asset management platform called finTAMP, the SaaS solution it launched in 2022. Phillips will play a key role in enhancing these elements.
