Delivering an easy on-ramp to greater efficiency, higher productivity, and lower costs than conventional TAMPs.
FusionIQ delivers FIQ TAMP+, the first true digital turnkey asset management program, integrating our all-in-one advisor platform with end-to-end digital investment management technology. FIQ TAMP+ provides the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale, grow and improve profitability.
Products / FIQ TAMP+
FIQ TAMP+
FIQ TAMP+ not only delivers frictionless workflows between investors, advisors, and firms, but the most comprehensive set of features in a digital TAMP today.
Streamlined Digital Compliance
Our compliant friendly platform delivers anti-money laundering (AML) and Know Your Customer (KYC) tracking for a fully automated middle office.
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
From individual to joint, RRSP, RESP, RRIF and TSFA, FIQ TAMP+ supports a full range 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 Type II Certification is your assurance data security is our top priority.
You Become the Industry Disruptor
America's Best TAMPS
FusionIQ Named One of America’s Best TAMPS For Fourth Consecutive Year.
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 as the FIQ TAMP+ 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 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. FIQ TAMP+ puts you in control.
An award-winning digital wealth management platform
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Finalist 2024 WealthManagement.com 'Wealthies' Industry Awards
Double Finalist 2024 ThinkAdvisor Luminaries Awards
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 FIQ TAMP+ takes the friction out firm management, seamlessly integrating your front, middle and back offices give you the ability to grow at scale.
Notifications & Alerts
FIQ TAMP+ 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, FIQ TAMP+ gives firms the flexibility to seamlessly manage permissions and controls, whatever your size and structure.
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, FIQ TAMP+ can quickly integrate, further enhancing the employee and client experience.
API Integration Suite
FIQ TAMP+ offers an API suite to help with integrations so you can get even more out of your asset management program.
Multilingual Structure
FIQ TAMP+ is multilingual so you communicate with your clients in a variety of languages opening new opportunities for growth.
Mobile App
Whether it’s using the FIQ TAMP+ mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.
