No hassles. No BS. Easy to implement, proven digital solutions for Credit Unions.
Whether it’s digital advice or self-directed investing, FusionIQ One delivers both investment journeys in one integrated platform for credit unions. Give your members the investing experience they want in a white labeled platform that helps you build your brand.
Solutions / Credit Unions
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*
*Currently integrated with U.S. custodians.
Become a Digital Leader
Credit Unions are facing pressure to deliver digital services to their members.
Many credit unions are seeing significant ACH outflows to D2C digital investing platforms. At the same time, a digital demographic is requesting a better experience on the device of their choice. Credit unions are looking to digital wealth partners who can help deliver the solutions necessary to retain members and grow.
The FusionIQ One platform makes it easy for credit unions to implement digital investing channels for their members. Whether it’s digital advice or self-directed investing, FusionIQ One gives credit unions both investment journeys in one integrated platform.
Goals-based Investing
Helping clients 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 client 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 using the FusionIQ One mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.
*Currently integrated with U.S. custodians.
Winning
the Digital Game
Winning
the Digital Game
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.
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
Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards
Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards
Asset Manager Platform of the Year 2022 Wealth Solutions Report
2021 Impact Innovation Award Aite Novarica
America’s Best TAMPS 2021, 2022 and 2023
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.
