No hassles. No BS. Easy to implement, proven digital solutions for Portfolio Managers.

We deliver the digital workflows and process automations portfolio managers need to scale operations to achieve profitable 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*

*Currently integrated with U.S. 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.

The intuitive FusionIQ One platform gives Portfolio Managers a clear path forward. With four easy to implement modules, our team works with you to deliver the profitable digital workflows and process automations Portfolio Managers need to scale operations to achieve profitable growth.

Multi-Custodian Platform

FusionIQ integrates with many of the largest and most trusted custodians* to minimize conversion risk.

Customized Risk Tolerance

We know every organization likes to approach their risk tolerance 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 the FusionIQ One mobile app, or integrating our solution into yours, we deliver the mobile experience your clients want.

*Currently integrated with U.S. custodians.

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.

An award-winning digital wealth management platform.

Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

Double Finalist 2023 WealthManagement.com 'Wealthies' Industry Awards

Double Nominee Fintech/TAMP Platforms 2023 ThinkAdvisor LUMINARIES Awards

Asset Manager Platform of the Year 2022 Wealth Solutions Report

2021 Impact Innovation Award Aite Novarica

America’s Best TAMPS 2021, 2022 and 2023​

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.

Dedicated FIQ Experience Team

We deliver a complete digital implementation experience led by our FIQ Experience Team. From dedicated onboarding resources and adoption consultation to expert relationship guidance, we’re committed to making your digital advice program a success.
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