No hassles. No BS. Easy to implement, proven digital solutions for Asset Managers.
We deliver the frictionless digital workflows and process automations Asset Managers need to scale operations to achieve profitable growth. Expand your product distribution and deliver the digital experience your clients and advisors.
Solutions / Asset Managers
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
7500 Advisors
on FusionIQ One
FusionIQ integrates with many of the largest and most trusted custodians
Become a Digital Leader
Asset managers are seeing their cost base rise significantly in technology, sales and marketing, administration, and platform costs.
They recognize that digital can open new distribution channels and deliver scalability but require easy to implement solutions that won’t disrupt their operations.
FusionIQ One’s Digital Model Marketplace makes it easy for asset managers to be the disruptor. Get your models in front of the already more than 7,500 advisors accessing the platform. With fractional shares and alternatives capabilities, your models will reach an even broader digital demographic. And finTAMP makes it simple for asset managers to create their own branded TAMP experience – that they control.
Flexible Model Portfolio Solutions
Select from model portfolios developed by our select list of third-party strategists in our Digital Model Marketplace, create your own model portfolios, or use a combination of both. Create synthetic ETFs, curated lists, and thematic investing portfolios. With a finTAMP, you control your portfolios.
A Digital Distribution Channel for Your Portfolios
If you’re building customized model portfolios leveraging the FusionIQ technology, you can put your models into the Digital Model Marketplace, showcasing them to thousands of advisors and firms across America.
Portfolio Personalization at Scale
Combining a digital model marketplace with our all-in-one advisor platform makes it easy for firms to develop portfolio personalization at scale so advisors spend more time with their clients delivering the investment experience they want.
A Lower Cost Solution
The efficiencies of our digital marketplace mean you access models and distribution at a fraction of the cost of traditional marketplaces and distribution channels.
Winning
the Digital Game
Winning
the Digital Game
America's Best All-in-one Platform
FusionIQ Earns Coveted 2024 Excellence Award from InvestmentNews
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
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
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
America's Best TAMPS 2021, 2022, 2023, 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.
