WOBURN, Mass., June 12, 2023 — FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced that the game-changing FIQ TAMP+ has been recognized as a TAMP category finalist in “The Wealthies”, WealthManagement.com’s 2024 Industry Awards. With a record-breaking number of nominations submitted, this prestigious recognition as a Wealthies Honoree highlights FusionIQ’s rapidly growing leadership in the wealth management industry.
One of four products powered by the award-winning cloud-native FusionIQ One platform, FIQ TAMP+ integrates an end-to-end wealth management platform with advanced portfolio management technology, providing the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale for profitable organic growth.
“It is with great pride that we accept this accolade from WealthManagement.com,” said FusionIQ Chief Executive Officer Mark Healy. “At FusionIQ, we’re pioneering a new course that simplifies the digital transition for financial advisors and institutions. Our selection as a finalist for the Wealthies for the second year in a row is a testament to our straightforward digital implementation strategy and underscores the benefits we deliver to our clients. We want to thank the judges and congratulate our fellow finalists.”
FIQ TAMP+ offers a seamless pathway for advisors to embrace digital transformation, integrating the complete advisor practice into a single digital workflow, from onboarding to portfolio management and reporting. It not only delivers a frictionless workflow between investors, advisors, and firms, but the most comprehensive set of features in a TAMP today including:
- Streamlined Digital Compliance. AML, KYC, and CIP tracking.
- Fast Onboarding. In as little as five minutes on many trusted custodians.
- Impactful Client Proposals. Automated proposal generator produces beautiful proposals that make it easy to display portfolios.
- Digital Client Dashboard. Clients see their entire investment picture in one place.
- Data Security Compliance. FusionIQ’s SOC 2 Certification provides peace-of-mind security.
- Digital Advisor Workstation. Advisors are in control of their practice with a consolidated dashboard across multiple custodians.
- Automated Rebalancing. Easy portfolio rebalancing as the platform automatically rebalances portfolios on a schedule advisors set.
- Flexible Model Portfolio Solutions. Advisors select model portfolios from third-party strategists in our Digital Marketplace, create their own, or a combination.
- Seamless Integration of Back-Office Services. From compliance to reporting, order management and custody, support functions are integrated.
- Mobile App. Use the FusionIQ One mobile app, or integrate FIQ TAMP+ solution into a firm’s existing mobile app.
- Dynamic White Label Process. Get a highly customizable white label platform in as little as six weeks.
“We’re excited by the growing industry recognition our innovative products are receiving in the industry today,” said John Guthery, Chief Investment Officer at FusionIQ. “FIQ TAMP+ is the next evolution of TAMPs in the market, providing a turnkey solution that seamlessly connects the front, middle, and back offices. We’re future proofing advisory firms with the easy to implement technology they need to realize their growth agendas.”
Now in its tenth year, the WealthManagement.com Industry Awards is the only awards program of its kind to honor outstanding achievements by companies, organizations and individuals that support financial advisor success.
Winners will be announced at a gala and awards ceremony in New York City Sept. 5.
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 FIQ TAMP+– 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
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Elizabeth Shim
Haven Tower Group
424 317 4861
eshim@haventower.com
