WOBURN, Mass., Sep. 12, 2024 – FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced it has been selected as a finalist in two categories for the 2024 ThinkAdvisor Luminaries Awards. The company received recognition for its excellence in Portfolio Management, Accounting, and Performance Reporting in the Technology Platforms, Products, and Services category. Additionally, FusionIQ Chief Executive Officer Mark Healy was honored as a finalist in the prestigious Executive of the Year category.
ThinkAdvisor received a record-breaking number of nominations for the 2024 Luminaries Awards, and this year’s class honors the industry’s most innovative individuals and firms. Now in its fourth year, this outstanding program recognizes visionaries driving innovation and making an indelible mark on the industry and the profession.
John Guthery, Chief Investment Officer at FusionIQ, said, “Our dedication to innovation and leadership is reflected in FusionIQ being welcomed to ThinkAdvisor’s Luminaries Class of 2024. We’ve brought wealth and tech leadership together to give financial advisors and institutions an easy on-ramp to digital transformation. Being recognized as a double Luminaries finalist reflects our success in delivering cloud-native wealth management solutions that are making profitable organic growth possible in competitive markets.”
Setting a New Industry Standard
FusionIQ has emerged as the leader in the development of cloud-native wealth management solutions with the introduction of the award-winning FusionIQ One platform and the suite of easy-to-implement products it powers. As a core integration platform, FusionIQ One simplifies the wealthtech stack, eliminating friction between front, middle, and back offices. By increasing efficiency in the workflow, FusionIQ One is not only delivering a better experience for advisors and their clients but also lowering costs. Multi-custodian, multi-asset class, and multilingual, FusionIQ is breaking down silos and delivering a holistic approach to wealth management.
Among the products powered by FusionIQ One, FIQ TAMP+ integrates advanced portfolio management technology with an end-to-end wealth management platform, providing the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale for profitable organic growth. FIQ TAMP+ integrates the complete advisor practice into a single digital workflow, from onboarding to portfolio management and reporting, delivering a frictionless workflow between investors, advisors, and firms.
FusionIQ congratulates all 2024 Luminaries finalists. Winners of the ThinkAdvisor Luminaries Awards will be announced at a ceremony in Las Vegas on Dec. 11.
About FusionIQ
FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The cloud-native all-in-one FusionIQ One platform has four modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – making digital transformation hassle-free. FusionIQ One powers a range of easy-to-implement products including FIQ Freedom, FIQ Journey, FIQ Market One, and FIQ TAMP+, making it easy for credit unions, banks, broker-dealers, family offices, RIAs, and asset managers to scale, delivering the digital experience clients and advisors want and the seamless workflows and process automations they need for organic growth. 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://fusioniq.io
