Easy to implement, proven digital wealth management solutions for wallet providers.
Bridging the gap between payments and wealth management, FusionIQ seamlessly delivers the digital investment services wallet users want, and the revenue channels wallet companies need to fuel growth.
Solutions / Wallets
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
Become a Digital Wealth Leader
From the need to expand financial services for wallet users to increase loyalty and adoption, to new revenue channels to accelerate market penetration and growth, North American wallet companies are facing increased competition.
The award-winning multi-custodian, multi-asset class, and multilingual FusionIQ One platform powers pre-integrated platforms that make it easy for wallet providers to seamlessly integrate digital wealth management services into the financial services they offer users.
Frictionless integration means that in as little as six weeks, wallet providers can be delivering goals-based investing and real-time trading to their users, increasing efficiencies that lower trade costs, democratizing the investment process, and attracting more users to their platform.
By empowering wallet companies to expand their value propositions while giving their users more control over their financial futures, FusionIQ is helping create the comprehensive financial ecosystem that is the future of the wallet sector.
FIQ Wallet
FIQ Wallet provides a turnkey solution for wallet companies to enter the lucrative wealth management space. By seamlessly integrating sophisticated wealth management capabilities including goals-based digital advice and self-directed investing directly into their existing platforms, FIQ Wallet gives wallet providers new revenue streams and enhanced value to their users, building stickiness into the wallet and increasing market adoption.
Winning
the Digital Game
Winning
the Digital Game
America's Best All-in-one Platform
FusionIQ Declared Winner at 2024 Banking Tech Awards USA.
A Unified Investing Experience
FIQ Wallet brings digital advice and self-directed brokerage together in a single, frictionless investor experience to give users a unified view of their digital investing services.
Fast Digital Onboarding
Designed for the modern wallet user, our streamlined digital account opening process removes barriers to entry while maintaining robust security standards, with users securely investing in as little as five minutes.
Intelligent Goals-Based Investing
Turn financial aspirations into achievable targets through sophisticated goals-based investing tools. From initial goal identification during onboarding to interactive calculators and real-time progress tracking, FIQ Wallet helps deepen user engagement while driving better financial outcomes and increased loyalty.
Enterprise-Grade Security
Cybersecurity is a top concern for digital wallet users and our SOC 2 Type II Compliance is your assurance that data security is embedded into everything we do. Our continuous security monitoring and regular third-party audits ensure the highest standards of data protection for your users.
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.
FusionIQ’s FIQ Wallet aims to capture early-stage investors through digital wallets
FusionIQ Targets Digital Wallet Providers in Canada with New Wealth Management Solution
FusionIQ Launches First Digital Wealth Management Solution for Wallet Companies
FusionIQ launches wealth management product for digital wallet providers
Will new wealth management solution for digital wallets lead to DIY investing surge?
Disrupting Wallets: FusionIQ Brings Wealth Management Into Everyday Transactions
An award-winning digital wealth management platform
Best Wealth Management Solution 2024 Global BankTech Awards
Finalist 2024 Credit Union Times Luminaries Awards
Best as-a-Service Solution for Wealth Management Banking Tech Awards USA 2024
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Highly Commended 2023 Fintech Futures Banking Tech Awards Best Digital Solution Provider
Excellence Awardee WealthTech Provider of the Year InvestmentNews Awards 2024
Finalist 2024 WealthManagement.com 'Wealthies' Industry Awards
Double Finalist 2024 ThinkAdvisor Luminaries Awards
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.
