FusionIQ Selected as Banking Tech Awards 2023 Finalist in Best Digital Solution Provider Category

WOBURN, Mass., October 11, 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 its selection as a finalist in the Best Digital Solution Provider, Financial and Investment Advice category of the prestigious Banking Tech Awards 2023. The recognition is a testament to FusionIQ’s commitment to transforming the digital wealth management landscape through its all-in-one platform, FusionIQ One.

FusionIQ Chief Executive Officer Mark Healy, said, “FusionIQ has long been committed to providing an excellent client and advisor experience that’s accessible on the latest devices and viewable on beautiful, intuitive dashboards. FusionIQ One’s success serves as a blueprint for financial advisors and institutions seeking to advance their digital capabilities and deliver personalized investment experiences at scale. We are so honored to be recognized as a finalist in the Banking Tech Awards 2023 as we transform the digital wealth journey for outstanding organizations everywhere.”

FusionIQ One has rapidly gained traction in the industry by offering an integrated, end-to-end digital wealth management solution that simplifies digital transformation for wealth management firms and financial institutions. With white label platforms implemented in as little as six weeks, and investor onboarding completed in as little as five minutes, it’s easy to see why FusionIQ One boasts more than 75,000 investors.

A multi-custodian, multilingual platform, FusionIQ One has four highly integrated modules that deliver an unmatched breadth and depth of features and benefits. Leveraging rapid client onboarding and customized RTQs, the Digital Advice module offers a hybrid advice approach to achieve scalable growth. The flexible Self-Directed Investing module opens up new revenue opportunities with a broad range of essential features from ticket or shopping cart trading to digital compliance and fractional or whole share trading.

The finTAMP module delivers the first true digital TAMP, integrating an all-in-one, multi-custodian advisor platform with advanced portfolio management technology. finTAMP provides RIAs and independent broker dealers with an easy on-ramp to greater efficiency, productivity, and lower costs than traditional TAMPs. Delivering the modern experience clients and advisors want with a broad range of essential advisor tools, finTAMP has the flexibility firms need to profitably scale and grow.

The Digital Model Marketplace module makes it easy for advisors and firms to create personalized portfolio solutions at scale. Advisors can choose models created by leading strategists, build their own, or use a combination of both. The Digital Model Marketplace puts advisors in control of winning investment strategies at a lower cost. It also provides advisors and asset managers with a digital channel to distribute their own custom models.

FusionIQ One has added an impressive $6 billion in committed assets through its finTAMP module alone. Firms utilizing finTAMP have reported a remarkable 40% increase in cost savings by eliminating duplicate processes for client onboarding and account management.


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

Elizabeth Shim / Donald Cutler
Haven Tower Group
424-317-4861 or 424-317-4864
eshim@haventower.com or dcutler@haventower.com


About Fusion IQ

FusionIQ is committed to providing an eCommerce platform that has everything Broker Dealers, Banks, Credit Unions, Wealth Managers and RIAs need to create a revolutionary digital wealth investing experience for their end consumer. We take great pride in offering a digital investing platform that integrates directly into your existing offering; creating operational efficiencies, cost savings, compliance support and new revenue sources for your business. This comprehensive offering reiterates our company’s values to deliver, support, and expand our best-in-class digital solution to help our partners grow their wealth management businesses.

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