Deliver digital transformation faster, easier, and at a lower cost with our FusionIQ One.
From fast-growing advisory firms to leading financial institutions, FusionIQ One provides a true end-to-end wealth management platform connecting the front, middle, and back offices through a seamless and secure digital workflow. Get the scalability you need for profitable organic growth.
FusionIQ One
Four Integrated Modules
— One Workflow
FusionIQ One is the most comprehensive cloud native wealth management platform, seamlessly integrating four core modules through one digital workflow to empower investors and advisors.
As a core integration platform, FusionIQ One eliminates the friction between the front, middle, and back offices resulting in easier implementation and greater flexibility, efficiency, productivity, and profitability.
Discover how we simplify your tech stack and let you get more with an unparalleled range of platform features in our modules.
Click on the modules below to explore full range of features available in FusionIQ One.
Featured Products
FusionIQ provides an easy on-ramp to digital wealth leadership with ready to implement products that deliver the experience your customers want and the end-to-end workflows and process automations you need to win in competitive markets.
FIQ Journey
Whether your goal is attracting and retaining customers, adding new profitable investment services, lowering infrastructure costs, or faster customer onboarding, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.
FIQ Market One
Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and client portals. Create personalized portfolios at scale and a lower cost. And asset managers have a digital channel to distribute their products.
FIQ TAMP+
FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and client experience, flexibility, and efficiency firms need to scale for profitable organic growth.
FIQ Wallet
Bridge the gap between wealth management and payments with the first digital wealth management solution specifically designed for wallet companies. FIQ Wallet is a turnkey solution that empowers wallet companies to expand their service offerings beyond basic payment functions, seamlessly integrating sophisticated wealth management capabilities including goals-based digital advice and self-directed brokerage directly into their existing platforms.
Empowering You to Do Great Things
FusionIQ One delivers the digital workflows and process automations financial advisors and institutions need to scale their operations for profitable organic growth.
Our intuitive products lets advisors better manage their practices and lets institutions better manage their teams and branches.
Happy Clients
Happy Advisors
Today’s digital demographic wants an enjoyable online experience.
As a core integration platform, FusionIQ One eliminates user friction, providing happy journeys to empower both clients and advisors. Retain your investors and your talent with a platform that makes everyone happy.
A Tech Stack
that Works for You
With the broadest range of features and deepest functionality of any cloud native all-in-one wealth management platform, FusionIQ One lets you simplify your tech stack to get more for less.
Get lower operating costs, reduced friction, greater efficiencies, and higher productivity.
Fin & Tech Together
Delivering an easy to implement wealth management platform requires more than just technology. To have efficient digital workflows, you need to have the financial built into the tech.
FusionIQ has a proven team of wealth management leaders with the deep financial expertise necessary for success.
Fin & Tech Together
Delivering an easy to implement wealth management platform requires more than just technology. To have efficient digital workflows, you need to have the financial built into the tech.
FusionIQ has a proven team of wealth management leaders with the deep financial expertise necessary for success.
Cybersecurity That Protects You
You need to know your data is safe. FusionIQ One delivers advanced data security with System and Organizational Controls (SOC 2) Compliance.
With industry leading data security personnel, protocols, and systems across FusionIQ, you’ll sleep at night knowing our experienced team has you and your protected.
