FusionIQ empowers financial institutions and advisors to grow assets, retain their clients, and simplify the wealth management and investing experience.
FusionIQ delivers digital wealth management for your customers and clients with self-directed and advisor-led investing. Implement your own private-labeled platform or specific modules in as little as 6 weeks, and onboard new clients in just minutes.
Banks, credit unions, RIAs, asset managers, insurance brokers, and HR/Payroll providers use FusionIQ to expand their product offerings and retain and attract customers. And, it integrates seamlessly with many of America’s largest and most trusted custodians.
It’s easier than ever before to consolidate advisory and brokerage services into one unique, branded web and mobile platform. Explore how FusionIQ can empower your organization to launch, enhance, and scale your digital wealth management offerings.
We help financial institutions and advisors streamline digital onboarding and launch branded advisory and self-directed investment solutions—growth, retention, and modernization in a single platform.
We’ve earned the trust of America’s premier custodians, ensuring your firm has the flexibility to serve every client, in every account, without disruption.
Honored for innovation and impact, industry leaders continue to recognize FusionIQ for shaping the future of wealth management technology.
Serving the full spectrum of wealth institutions and stakeholders, FusionIQ powers digital investing experiences that scale with your clients’ needs.
FusionIQ technology provides a unified digital experience, combining low-cost brokerage and advisory services, tailored to unique financial needs and goals.
From faster onboarding to custom, branded D2C investing services, here’s some of the ways institutions are leveraging the FusionIQ platform.
Launch D2C investing services in as little as 6 weeks, including low-cost robo-investing.
Help new investors get started quickly and easily with a low barrier to entry.
Onboard a new client in as little as 5 minutes and offer an array of investment offerings for every step of their investment journey.
Flexibility and power go together. Launch faster with expedited digital onboarding and implement the investing modules you need: advisory or self-directed. Need both? We deliver a fully configurable private-label platform in as little as 6 weeks, with web and mobile support.
For your clients and members, the result is a modern investing experience that feels effortless and connected to the brand they already trust. Multilingual support is available to keep investors engaged, removing barriers and strengthening loyalty across the segments you serve.
At FusionIQ, we go beyond tech—we share ideas that help financial institutions and advisors anticipate change, adapt faster, and lead with confidence.
