No hassles. No BS. Easy to implement, proven digital solutions for financial advisors and institutions.
An experienced leadership team that works collaboratively with you to implement beautiful, white-labelled all-in-one digital wealth management platforms in as little as six weeks.
Solutions / Overview
Solutions Designed for You
We understand that every sector has their own unique challenges. And every organization has a distinct brand they want to build.
That’s why our team works with you to design solutions that not only meets the needs of your industry, but helps you strengthen your brand in the minds of your clients.
for Credit Unions
Whether it’s digital advice or self-directed investing, FusionIQ One delivers both investment journeys in one integrated platform for credit unions. Retain your members by delivering the digital investing experience they want on the device of their choice. Grow your member base by offering your digital investing programs on a white labeled platform that reinforces your brand in the markets you serve.
Give your members the investing experience they want in a white labelled platform that helps you build your brand.
FusionIQ One enables banks to reach a new digital demographic by delivering both digital advice and self-directed investing on a single, integrated platform. By delivering a modern investing experience, you’ll grow your share of wallet with your banking clients and provide new opportunities to cross-sell and upsell products. And you’ll grow your brand with a white labeled platform that showcases your institution.
Give your clients the investing experience they want in a white labelled platform that helps you build your brand.
for Portfolio Managers
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. Diversify your revenue channels and deliver a better experience for your clients and advisors.
Diversify your revenue channels and deliver a better experience for your clients and advisors.
for Investment Dealers
FusionIQ One gives investment dealers the integrated workflows and process automations to enable growth at scale. Our easy to implement platform and experienced leadership team can help facilitate buy-in among management. Give your clients the hybrid investing experience they want and open new revenue channels.
Give your clients the hybrid investing experience they want and open new revenue channels.
for Mutual Fund Dealers
FusionIQ One’s Digital Model Marketplace makes it easy for mutual fund dealers to be the disruptor. Get your models in front of the already more than 7,500 advisors accessing the platform. With fractional shares and alternatives capabilities, your models will reach an even broader digital demographic. And finTAMP makes it simple for asset managers to create their own branded TAMP experience – that they control.