2023 TAMP Growth Summit | Virtual
We are excited to be sponsors of the 2023 TAMP Growth Summit. This leading TAMP event with help advisory firms understand strategies to expand their firms with TAMPs. FusionIQ CEO Mark Healy will speak at 3:00 pm on the topic: Fully Integrated Digital Wealth Management Platforms Key to Scalable TAMP Growth. This informative session will explore how […]
PMAC 2023 National Conference
Fairmont Royal York Hotel 100 Front St West, Toronto, Ontario, CanadaWe're proud to be a Silver sponsor of the 2023 PMAC National Conference. Our team is looking forward to meeting portfolio managers at PMAC's most highly anticipated event of the year. Learn more about FusionIQ One for portfolio managers here: https://ca.fusioniq.io/portfolio-managers
The Canadian Advisor Tech Expo
We’re excited to be a Bronze sponsor of the Financial Planning Association of Canada’s 2023 Canadian Advisor Tech Expo! This virtual conference is an outstanding opportunity for Canadian financial advisors to learn more about technology options in the Canadian marketplace. We're looking forward to showing advisors how the FusionIQ One platform makes it easy to […]
3rd Annual ThinkAdvisor LUMINARIES Awards Dinner
New York City New York City, NY, United StatesFusionIQ is a double Fintech/TAMP Platform nominee for both Firm and Individual in the Financial Investment & Innovation Category The ThinkAdvisor LUMINARIES Awards shine a spotlight on how individuals and firms are changing the investment advisory industry where it matters most.
iConnections Global Alts 2024
Fontainebleau, Miami Beach , United StatesMeet the FusionIQ team at iConnections Global Alts 2024 to learn more about how the multi-asset FusionIQ One platform brings together multiple asset classes in a single platform. iConnections Global Alts 2024 Website
CUNA Governmental Affairs Conference
Walter E. Washington Convention Center Washington, D.C, United StatesMeet the FusionIQ team at the CUNA Governmental Affairs Conference to learn more about how the FusionIQ One wealth management platform is delivering the digital experience credit union members want and the new digital investing services credit unions need for profitable organic growth, improving the financial well-being of their members and the communities they serve.
BISA 2024 Annual Convention
The Diplomat Beach Resort FL, United StatesMeet the FusionIQ team in booth 600 at the BISA Convention to learn more about how the FusionIQ One platform is delivering the digital experience customers want and the new digital investing services banks and credit unions need for profitable organic growth.
InvestmentNews RIA Connect New York
Conrad New York DowntownMeet the FusionIQ team at RIA Connect New York to learn more about how the multi-custodian and multi-asset class FusionIQ One wealth management platform is delivering the end-to-end digital workflows (onboarding, portfolio management, reporting) and process automations RIAs need to scale operations for profitable organic growth.
Finovate Spring
Marriott Marquis San Francisco San Francisco, CA, United StatesMeet the FusionIQ team at the West Coast’s leading fintech event to learn more about how the flexible, cloud-native FusionIQ One wealth management platform is delivering the digital workflows and process automations financial advisors and institutions need to scale operations for profitable organic growth.
Consensus by CoinDesk
Austin TX, United StatesMeet the FusionIQ team at Consensus to learn more about how the multi-asset FusionIQ One platform brings together multiple asset classes in a single wealth management platform for banks, credit unions, RIAs, and independent broker dealers.
Banking Tech Awards USA Ceremony
583 Park Avenue 583 Park Avenue, New York, NY, United StatesFusionIQ is excited to be recognized as a 2024 Banking Tech Awards USA finalist as Best as-a-Service Solution for Wealth Management. We look forward to joining fellow industry leaders as FinTech Futures recognizes the outstanding achievements and successes in the banking and fintech industry across the United States at this gala event.
Meet Our Team at BNY Mellon | Pershing INSITE 24
Gaylord Opryland Resort & Convention Center Nashville, TN, United StatesWe're proud to be back as a Tech Central Sponsor of INSITE! Meet the FusionIQ team at the BNY Mellon | Pershing INSITE24 conference to learn more about how the FusionIQ One platform integration with Pershing is making it easy for financial advisors and institutions to scale for profitable organic growth.
