Woburn, Mass. – Dec. 1, 2023 – FusionIQ, Inc., a leading provider of cloud-native wealth management software solutions, was highly commended at the Fintech Futures Banking Tech Awards 2023 in its category, Best Digital Solution Provider – Financial & Investment Advice, which recognizes trailblazers for their accomplishments in elevating the digital wealth investing experience.
FusionIQ’s new digital platform, FusionIQ One, was one of the hundreds of finalists celebrated for their outstanding contributions to the banking industry, and one of the dozens of highly commended firms for its tangible benefits to financial institutions and the customers they serve. FusionIQ One is an integrated, all-in-one digital wealth management platform that simplifies digital transformation for financial advisors and institutions. It’s cloud-native software-as-a-service (SaaS) solution delivers a true end-to-end platform and provides a comprehensive set of features and benefits to empower banks, credit unions, RIAs (Registered Investment Advisors), broker dealers, and asset managers of all sizes to offer a revolutionary digital wealth investing experience for their retail customers.
“FusionIQ One is rapidly transforming the way financial institutions improve the digital experience for clients and advisors while delivering the workflows and process automations they need to scale for profitable organic growth,” said FusionIQ CEO Mark Healy. “With more than 115,000 investors now on FusionIQ One, we’re showing institutions how easy digital transformation can be, with white label platforms being implemented in as little as six weeks. We are so proud of this achievement as momentum continues to build for our remarkable team in the United States and Canada. I also extend my congratulations to our colleagues across the industry, honored at the highly regarded Banking Tech Awards in London.”
The core of FusionIQ One is a multi-custodian, multi-asset and multilingual platform that includes four modules – Digital Advice, Self-Directed Investing, finTAMP and Digital Model Marketplace (DMM). These modules provide clients and advisors with the latest digital workflows and process automations to achieve scalable growth. The support for various investment approaches – self-directed investing and hybrid digital advice that is client-driven, rep-assisted, or advisor-led – delivers unsurpassed flexibility to advisory firms and institutions that must innovate to meet the evolving needs of investors and grow in a competitive environment.
This year’s Banking Tech Awards were held at the Royal Lancaster Hotel in London and was attended by nearly 500 guests representing banking and financial technology. Firms represented include HSBC, JP Morgan, Wells Fargo, Castle Trust Bank, Banco BPI, Morgan Stanley, and more. To see the full list of Banking Tech Awards 2023 Award winners and highly commended finalists, please visit: https://informaconnect.com/banking-tech-awards/2023-winners-highly-commended/
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
