Delivering an easy on-ramp to greater efficiency, higher productivity, and lower costs than conventional TAMPs.
FusionIQ delivers the first true digital turnkey asset management program, integrating our all-in-one advisor platform with end-to-end digital investment management technology. finTAMP provides the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale, grow and improve profitability.
Products / finTAMP
finTAMP Module
Streamlined Digital Compliance
Onboard. Fast.
A digital TAMP delivers fast client onboarding. In as little as five minutes on many trusted custodians.*
Automatically Generate Impactful Client Proposals
Our automatic proposal generator produces beautiful, impactful proposals that make it easy to display portfolios.
A Variety of Account Types
Show Your Clients the Big Picture
A consolidated Digital Client Dashboard lets your clients see their entire investment picture – from balances and positions to transaction history, orders, documents, money movement and portfolios – all in one place. And account householding gives them permission-based visibility into the broader household.
Data Security Compliance
Our SOC 2 Certification is your assurance data security is our top priority.
*Currently integrated with U.S. custodians.
You Become the Industry Disruptor
Give Your Advisors the Full Picture
Our digital Advisor Workstation puts your advisors in control of their practice with a dashboard that delivers a consolidated view of their entire book of business across multiple custodians.*
Automated Rebalancing
Portfolio rebalancing is easy in a finTAMP as the platform automatically rebalances portfolios on a schedule that you set.
Automatically Generate Impactful Client Proposals
Our automatic proposal generator produces beautiful, impactful proposals that make it easy to display portfolios.
Flexible Model Portfolio Solutions
Select from model portfolios developed by our select list of third-party strategists in our Digital Model Marketplace, create your own model portfolios, or use a combination of both. Create synthetic ETFs, curated lists, and thematic investing portfolios. With a finTAMP, you control your portfolios.
*Currently integrated with U.S. custodians.
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
Give Your Advisors the Full Picture
Our digital Advisor Workstation puts your advisors in control of their practice with a dashboard that delivers a consolidated view of their entire book of business across multiple custodians.*
Seamless Integration of Back-Office Services
From compliance to reporting, order management 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 in-platform notifications as well as email and SMS capabilities.
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.
*Currently integrated with U.S. custodians.
Winning
the Digital Game
Winning
the Digital Game
White Labeled So Your Brand Stands Out
Your brand matters. Our dynamic white label process makes your brand take center stage with your clients.
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, further enhancing 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 Advice.
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.
