No hassles. No BS. Easy to implement, proven digital solutions for Banks.

Whether it’s hybrid digital advice or self-directed investing, FusionIQ delivers both investment journeys in one integrated platform. Give your banking customers the investing experience they want in a white labeled platform that helps you build your brand.

Solutions / Banks

5 Minutes

to Onboard a New or Existing Client

6 Weeks

to Implement a White Label Platform

115,000+ Investors

on FusionIQ One

FusionIQ integrates with many of the largest and most trusted custodians

Become a Digital Leader

Banks are facing unprecedented market pressures to evolve and grow their organizations.

From record setting outgoing ACHs to D2C digital investing platforms to a digitally driven demographic demanding a better experience on the device of their choice, banks are looking to digital wealth partners who can help deliver the solutions necessary for success.

FusionIQ makes it easy for banks to implement new investment services for their customers with FIQ Journey.

Join other leading banks who are realizing profitable organic growth with our digital solutions.

FIQ Journey

Whether your goal is attracting and retaining customers, providing your customers with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing hybrid digital advice for your mass affluent and digital first clients, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.
America's Best All-in-one Platform

FusionIQ Declared Winner at 2024 Banking Tech Awards USA.

Goals-based Investing

Helping customers focus investing on life goals lets you deepen relationships. From goal identification during onboarding to an innovative goals calculator and a status tracker on the customer dashboard, you create better financial outcomes.

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.

Multi-Custodian Platform

FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.

Mobile App

Whether it’s our mobile app, or integrating our solution into yours, we deliver the mobile experience your customers want.

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 Wealth Management Solution 2024 Global BankTech Awards

Finalist 2024 Credit Union Times Luminaries Awards

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

Finalist 2024 WealthManagement.com 'Wealthies' Industry Awards

Double Finalist 2024 ThinkAdvisor Luminaries Awards

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.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your wealth management program a success.
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