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Main Menu
FusionIQ One
Products
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Overview
Banks
Credit Unions
Family Offices
Investment Dealers
Portfolio Managers
Insights
Overview
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Thought Leadership
In the News
Events
Company
About Us
Partners
Leadership
Values
Cybersecurity
Awards
Careers
Request a Demo
Canada
United States
Main Menu
Canada
United States
Canada
United States
Book a Demo
Main Menu
FusionIQ One
Products
FIQ Journey
FIQ Market One
FIQ TAMP+
Solutions
Overview
Banks
Credit Unions
Family Offices
Investment Dealers
Portfolio Managers
Insights
Overview
News Releases
Thought Leadership
In the News
Events
Company
About Us
Partners
Leadership
Values
Cybersecurity
Awards
Careers
Request a Demo
Canada
United States
Request a Demo
Thank you for your interest in having a demo of our FusionIQ One platform.
As we want to make your demo as efficient as possible, please help us understand more about you and how we can best help you achieve your goals.
First Name
Last Name
Email Address
Phone Number
Company
I am a
Portfolio Manager
Investment Dealer
Mutual Fund Dealer
Bank
Credit Union
Exempt Market Dealer
Family Office
Other
Number of Branches
None
Less than 5
Less than 10
Less than 20
More than 20
Number of Reps
None
Less than 5
6 to 10
10 to 20
More than 20
Current AUM
Less than $50 million
$50 to $100 million
$100 to $250 million
$250 to $500 million
$500 million to $1 Billion
More than $1 Billion
Projected AUM on digital platform
$50 to $100 million
$100 to $250 million
$250 to $500 million
$500 million to $1 Billion
More than $1 Billion
More than $5 Billion
Projected number of Accounts on digital platform over the next 12 months:
Less than 1,000
1,000 to 5,000
5,000 to 10,000
10,000 to 25,000
25,000 to 50,000
50,000 to 100,000
More than 100,000
Do you currently have a custodian/s?
Yes
No
N/A
If yes, which one/ones?
Fidelity
NBIN
Interactive Brokers
Raymond James
CI Investment Services
Aviso
Other
Are you familiar with TAMPs (Turnkey Asset Managment Programs)?
Yes
No
N/A
What account types will you support? Select all those that apply.
Individual
Joint
RRSP
RRIF
TFSA
RESP
Other
Do you utilize third party strategists?
Yes
No
Do you utilize internal asset manager models?
Yes
No
Do you create models with Stocks, ETFs, Mutual Funds?
Stocks
ETFs
Mutual Funds
Stocks & ETFs
All of the above
What is your timeframe to implement a solution?
3 months
6 months
12 months
Uncertain
Additional notes to help us prepare a demo geared towards your specific needs:
Submit
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