WOBURN, Mass., July 13, 2023 — FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a strategic integration with Blueleaf, a premier platform offering reporting, billing and client aggregation tools. The integration between FusionIQ and Blueleaf aims to empower financial advisors and institutions with comprehensive tools for seamless digital transformation and enhanced user experience (UX) for advisors and the clients they serve.
“We are excited to partner with Blueleaf to further bolster FusionIQ’s commitment to wealth management firms poised to become digital wealth leaders, “ said Mark Healy, Chief Executive Officer of FusionIQ. “By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage (multi-custodian approach), and innovative reporting capabilities that enables streamlined connection management for held-away accounts. Working together, Fusion IQ and Blueleaf will guarantee a secure environment for end-clients, where they may safely share their account information.”
FusionIQ’s goal is to make it easy for financial advisors and institutions to implement a digital wealth management platform. The FusionIQ One platform with four easy-to-activate, pay-as-you-grow modules – Digital Advice, Self-Directed Investing, finTAMP, and Digital Model Marketplace – enables credit unions, banks, RIAs, and Independent Broker Dealers to implement a white-labeled, all-in-one platform in as little as six weeks, with onboarding of clients in five minutes on many of the most trusted custodians. The integration with Blueleaf will enable financial advisors to customize, schedule and deliver reporting with ease in a white-label environment.
Blueleaf was selected as an integration partner for its automated reporting and communication platform that serves as a multi-purpose tool for advisors when they report on the investments they manage and communicate with clients. Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring are available on the Blueleaf platform.
“We are thrilled to partner with FusionIQ to enhance the digital wealth management capabilities of firms everywhere,” said Blueleaf CEO John Prendergast. “Our innovative aggregation-as-a-service system aligns perfectly with FusionIQ’s vision of making it easy for financial advisors and institutions to deliver exceptional service and achieve sustainable growth. With this integration, we can help wealth managers to go further, faster, as they provide a seamless and comprehensive digital solution that meets the evolving needs of end-clients.”
About FusionIQ
FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, RIAs, independent broker dealers and asset managers to scale, delivering the digital experience clients and advisors want and the workflows and process automations they need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ One’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions. To learn more, please visit: https://ca.fusioniq.io
About Blueleaf
Blueleaf is a leading all-in-one platform for wealth managers, RIAs, and broker-dealers, delivering exceptional advisor and client experiences while simplifying time-consuming operations. Blueleaf’s comprehensive platform reduces the complexity of running a wealth management practice, freeing practitioners to efficiently serve more clients. Blueleaf combines reporting, multi-channel advisor & client experience (Web, Mobile & Email), rebalancing & trading, billing & invoicing, and automation technologies in a user-friendly interface that delights advisors and their clients. See Blueleaf product features.
—
Elizabeth Shim / Donald Cutler
Haven Tower Group
424-317-4861 or 424-317-4864
eshim@haventower.com or dcutler@haventower.com
