No hassles. No BS. Easy to implement, proven digital solutions for Portfolio Managers.
We deliver the seamless digital workflows and process automations portfolio managers need to scale operations to achieve profitable organic growth. Diversify your revenue channels and deliver a better experience for your clients and advisors.
Solutions / Portfolio Managers
5 Minutes
to Onboard a New or Existing Client
6 Weeks
to Implement a White Label Platform
115,000+ Investors
on FusionIQ One
FusionIQ integrates with many of the largest and most trusted custodians
Become a Digital Leader
From significant price compression which is directly impacting bottom lines, to clients demanding a better investor experience and a clearer value proposition, Portfolio Managers are looking for solutions to these challenges.
Increasingly they recognize that digital technology is key to growth, but the path forward is not always clear.
FusionIQ gives Portfolio Managers a clear path forward with easy to implement products. Our team works with you to deliver the end-to-end workflows and process automations your advisors want and your firm needs to scale your operations for profitable growth.
FIQ Journey
Whether your goal is attracting and retaining clients, providing your clients with self-directed brokerage so they can make their own trades, delivering faster client onboarding, or providing digital advice for your mass affluent and digital first clients, FIQ Journey brings together Hybrid Digital Advice and Self-Directed Investing in a single digital investor journey to help you start achieving your goals in as little as six weeks.
FIQ Market One
Digitally onboard to a single market to find and invest in digital assets, SPV and alternative funds, private investments, and ETFs through unified advisor and client portals. Create personalized portfolios at scale and a lower cost. And get a digital channel to distribute your strategies or products.
FIQ TAMP+
FIQ TAMP+ brings together a frictionless cloud native wealth management platform that connects the front, middle, and back offices with advanced portfolio management technology to deliver the modern advisor and member experience, flexibility, and efficiency firms need to securely scale for profitable organic growth.
Winning
the Digital Game
Winning
the Digital Game
America's Best TAMPS
FusionIQ Named One of America’s Best TAMPS For Fourth Consecutive Year.
Multi-Custodian Platform
FusionIQ integrates with many of the largest and most trusted custodians to minimize conversion risk.
Customized Risk Tolerance
We know every firm likes to approach their risk profile questions in their own way, so we let you customize your risk tolerance questionnaire.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
Mobile App
Whether it’s using our mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.
Streamlined Digital Compliance
Our compliance friendly platform delivers AML, KYC, and CIP tracking.
Seamless Integration of Back-Office Services
From compliance to reporting and custody, the FusionIQ One advisor portal seamlessly integrates your support functions giving you the ability to grow at scale.
Notifications & Alerts
FusionIQ One helps advisors manage their practice with notifications and alerts that keep you on top of your client activity.
Meaningful Data Insights
The advanced FusionIQ One platform moves beyond data aggregation to provide transactional data, replacing several custodial back offices with the advisor portal.
FusionIQ appoints former Fidelity leader as senior strategic advisor
Digitally-Enabled Investment Management Platforms: 2023 Advancements and 2024 Expectations
FusionIQ Partners With Avantis Investors For Advisor Access To Funds Lineup
FusionIQ Joins Forces With Avantis Investors To Enhance Strategy
FusionIQ Recognized As Top Fintech Solutions Provider By Banking CIO Outlook
FusionIQ Canada Deepens Digital Growth with Partnership
An award-winning digital wealth management platform
Best Digital Solution Provider – WealthTech FinTech Futures Banking Awards 2024
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Best Wealth Management Solution 2024 Global BankTech Awards
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Double Finalist 2024 ThinkAdvisor Luminaries Awards
Teams and Branch Management
From office teams to multi branch hierarchy, FusionIQ One gives organizations the flexibility to seamlessly manage permissions and controls, whatever your size and structure.
Single Sign On (SSO)
For organizations using SSO, FusionIQ One Plus can quickly integrate to further enhance the employee and client experience.
CRM Integrations
FusionIQ One Plus integrates with leading CRMs like Red Tail and Salesforce to let you get even more out of your Digital Advice.
Additional Investment Journeys
We understand that some of our clients want additional investment journeys. FusionIQ One Plus provides additional investment channels including digital assets, alternatives investments, private securities, and fixed income.
