How Technology Is Transforming Impact Investing

FusionIQ Chief Investment Officer John Guthery joined a Digital Wealth News Roundtable to share his insights into how digital tools and platforms can better enable advisors and asset managers to support HNW and UHNW client demand for impact investment opportunities.

John Guthery, Chief Investment Officer at FusionIQ – Cloud-native wealth management platforms are changing the game in how impact investment strategies are accessed by HNW and UHNW investors. These cutting-edge technologies are breaking down the silos between asset classes, providing both the scale and flexibility investors and their advisors need to access and invest in impact opportunities in a single market.

For example, FusionIQ’s FIQ Market One is delivering access to digital assets, alternative funds, private investments and ETFs in a single market that investors and advisors can digitally onboard to. This gives them access to a broad range of impact opportunities in asset classes that would not normally be accessible in a single market. In this way, cloud-native investment platforms are democratizing access to impact opportunities.

Just as it is essential to create a single digital workflow to access a variety of asset classes, it is also necessary for wealth management platforms to seamlessly integrate multiple custodians, giving investors and their advisors control over where their assets are held, expanding the range of impact opportunities available to them, and making the investment process effortless.

Read the full Digital Wealth News roundtable here.

FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The cloud native all-in-one FusionIQ One platform has four modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – making digital transformation hassle free.

FusionIQ One powers a range of easy to implement products including FIQ Freedom, FIQ Journey, FIQ Market One, and FIQ TAMP+, making it easy for credit unions, banks, broker-dealers, family offices, RIAs, and asset managers to scale, delivering the digital experience clients and advisors want and the seamless workflows and process automations they need for organic growth. With white label integrations complete in as little as six weeks, it's easy to see why FusionIQ One's integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.

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