No hassles. No BS. Easy to implement, proven digital solutions for Investment Dealers.
FusionIQ One delivers the integrated workflows and process automations that enable growth at scale for investment dealers. Give your clients the hybrid investing experience they want and open new revenue channels.
Solutions / Investment Dealers
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
FusionIQ integrates with many of the largest and most trusted custodians*
*Currently integrated with U.S. custodians.
Become a Digital Leader
Investment dealers are facing both significant margin compression as well as market consolidation.
They increasingly see digital transformation as a necessity in meeting these challenges and recognize that technology alone is not a solution to achieving growth.
FusionIQ One gives investment dealers the integrated workflows and process automations to enable growth at scale. Our easy to implement platform and experienced leadership team can help facilitate buy-in among management.
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians* to minimize conversion risk.
Customized Risk Tolerance
We know every organization likes to approach their risk tolerance questions in their own way, so we let you customize your risk tolerance questionnaire.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
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.
Winning
the Digital Game
Winning
the Digital Game
Streamlined Digital Compliance
Our compliance friendly platform delivers AML, KYC, and CIP tracking.
Seamless Integration of Back-Office Services
From compliance to reporting 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 notifications and alerts that keep you on top of your client activity.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
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
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.
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
CRM Integrations
FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.
Additional Investment Journeys
We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.
