5 Reasons a Dual Journey Is the Only Option for Future-Focused Firms

Learn more about how leveraging a dual journey platform empowers advisors to provide their clients with a future-focused investment management experience.

 


Think Different About Digital

Traditional advisor tech is table stakes. To differentiate your business, you need a digital solution that’s built for the future of the investment experience. Read More
 

 

Revolutionizing the TAMP and Model Marketplace: Introducing the Digital Supermarket

Today’s investor demands a fully diversified portfolio including alternative investments and fixed income strategies. Find out how FusionIQ’s digital supermarket helps advisors deliver. Read More
 

5 Reasons a Dual Journey Is the Only Option for Future-Focused Firms

Learn more about how leveraging a dual journey platform empowers advisors to provide their clients with a future-focused investment management experience. Read More
Picture of John Guthery, CFA <br> Chief Investment Officer
John Guthery, CFA
Chief Investment Officer

John is a highly respected investment executive, bringing more than 27 years of experience to his role as Chief Investment Officer for FusionIQ. As CIO, John focuses on developing advisor platforms and business lines including finTAMP and Digital Model Marketplace. He also contributes to FusionIQ’s thought leadership and market analysis.

John’s extensive financial services background includes leading market research, due diligence and platform enhancements for top-tier wealth managers including LPL Financial, where he spent 19 years running product research, Park Avenue Securities, Voya Financial and WP Carey where he helped to design and manage public and private real estate funds and public BDCs.

jguthery@fusioniq.io | Connect on LinkedIn

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