Calendar of Events
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1 event,
2023 TAMP Growth Summit | Virtual
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 […]
2 events,
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 […]
PMAC 2023 National Conference
PMAC 2023 National Conference
We'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
1 event,
3rd Annual ThinkAdvisor LUMINARIES Awards Dinner
FusionIQ 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.
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