Deliver the portfolio personalization your clients want at the scale you need to grow.
The Digital Model Marketplace makes it fast and easy for advisors and firms to create personalized portfolio solutions at scale. Whether you choose models created by leading strategists, build your own, or use a combination of both, you’re in control of winning investment strategies at a lower cost. And it gives you a digital channel to distribute your own custom models.
Products / Digital Model Marketplace
Digital Model Marketplace Module
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.
Flexible Model Portfolio Solutions
Select portfolios developed by our curated list of third-party strategists, create your own model portfolios, or use a combination of both. Create synthetic ETFs, curated lists, and thematic investing portfolios. With the Digital Model Marketplace, you’re in control.
Going Beyond ETFs and Fund Models
The Digital Model Marketplace goes beyond ETFs and fund models to include alternatives and structured product models, giving your high- and ultra-high-net-worth-clients exposure to a broader world of investment opportunities.
Access to Top Strategists
FusionIQ gives advisors and firms access to a broad range of the top investment strategists, asset, and model managers.
Data Security Compliance
Our SOC 2 Certification is your assurance data security is our top priority.
You Become the Industry Disruptor
Automated Rebalancing
Rebalancing model portfolios is easy as the platform automatically rebalances portfolios on a schedule that you set.
Automated Investment Proposals
The platform takes the time out of proposal development, automatically generating beautiful, easy to read and understand proposals that demonstrate your value as an advisor.
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 Canada.
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.
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
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians* to minimize conversion risk.
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
API Integration Suite
FusionIQ One Plus offers an API suite to help with integrations so you can get even more out of your digital platform.
White Labeled so Your Brand Stands Out
Your brand matters. Our dynamic white label process makes your brand take center stage with your clients.
Multilingual Structure
FusionIQ One’s multilingual platform structure lets you communicate with your clients in a variety of languages opening new opportunities for growth.
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.
