Woburn, MA, December 8, 2022 – FusionIQ – The WSR Wealth Exemplar Awards for Asset Manager Platform of the Year go to the top three firms that have a significant presence in the wealth management industry and operate as third-party asset managers that serve B2B wealth management platforms. There is a minimum asset level of $10 billion.
With clients currently using their platform managing well over $100 billion in assets, FusionIQ offers a fully digital and automated workflow for financial advisors, who access private funds, alternatives, and cryptocurrencies, as well as traditional assets on an asset-agnostic and custodian-agnostic platform.
The firm delivers white-label access to its platform through both a self-directed option and a digital advice route, with a blended option also available. In addition, the firm recently launched finTAMP, a turnkey asset management platform featuring digital account opening, workflows, and a model marketplace, also with white-label access.
Over 7,500 advisors have access to the firm’s platform. The firm and its RIA direct-to-consumer affiliate IQvestment have received numerous industry awards, and CEO Mark Healy was named a “Fintech Luminary” by Digital Wealth News.
FusionIQ is a preeminent software–as–a–service (SaaS) organization, that offers an eCommerce workstation to empower banks, credit unions, RIAs, broker-dealers, and wealth managers of all sizes with everything they need to create a revolutionary digital wealth investing experience for their end retail customers. Through either a white-label instance with a headless API infrastructure or a completely customized solution, FusionIQ provides financial services firms with unique enterprise-grade functionality that combines business, technology, and compliance logic in every deployment. Some of the largest global financial services brands partner with FusionIQ as their trusted, innovative, and engaging digital wealth platform solution. For more information, please visit ca.fusioniq.io.