F
Book a Demo
Book a Demo

Wealth Management Tech

for Asset Managers

Asset managers are under pressure to broaden distribution and better engage investors. A multi-module private-label wealth management platform makes it possible.

Request a Demo
A man uses his smartphone with a FusionIQ overlay screen showing Amazon stock information

FusionIQ is a wealth management platform that positions asset managers to grow wallet share with self-directed, digital advice, and hybrid modules. Choose one or get all three in a private-labeled platform on mobile and web—ready to launch in as little as six weeks.

Go paperless and onboard digital-native investors in just minutes online. Reduce your regulatory burden with one-click access to all documentation and risk assessment questionnaire data. Discover extra time to focus on building new client relationships.

Access our third-party marketplace of custom portfolios to recommend the right one for every investor’s risk appetite. With FusionIQ, asset managers can improve shelf-space, reduce operational drag, and exceed benchmarks without the extra infrastructure. 

Explore Our Platform
Use Cases

Use Cases for Asset Managers

Discover how FusionIQ helps asset managers grow their advisor mindshare, get shelf space, and deliver modern investing experiences without complicating workflows.

Increase Advisor Mindshare

Digitally onboard new investors in just minutes with all AML, KYC, and CIP compliance accounted for. Find more time to advise and build client relationships.

Improve Operational Efficiency

Launch a private-labeled web and mobile investing offering in six weeks without disrupting existing workflows. Manage portfolios on your administrative portal.

Gain Profitable Shelf Space

Access a marketplace of custom portfolios including ETFs, stocks, crypto, alternatives, and private investing. Recommend the right product for every investment journey.

Integrate With Multiple Custodians

Seamlessly connect accounts across leading custodians like Pershing and Apex Clearing. Give clients flexibility without forcing transfers or limiting options.

See More Use Cases

Deployment Timeline:
Six Weeks to Success

FusionIQ is the only wealth tech for Asset Managers that launches a live, unified investment platform for your clients in as little as six weeks.

Partner Onboarding Session

We align teams, set expectations, and establish the roadmap. This includes timeline synchronization, project alignment, and adoption planning so everyone knows what success looks like from day one.

Platform Configuration

We configure the platform to fit your institution—account types, funding methods, transfers, and trade types. Risk tolerance, AML/KYC, billing, branding, and agreements are built in from the start to avoid downstream delays.

Technical Configuration

We connect custodians and regulatory partners, integrate SSO, and bring in third-party vendors. Branding, reporting, and mobile app readiness are finalized here to ensure your launch environment matches your institution’s look and compliance needs.

Testing and Training

We test workflows end-to-end—from onboarding and trading to billing and reporting—while training stakeholders. This ensures everyone is confident before moving to production.

First Client Onboard

We roll out with controlled beta groups, often starting with friends-and-family. Feedback is captured, final adjustments are made, and then we move to full public launch with confidence.

First Client Onboard

We roll out with controlled beta groups, often starting with friends-and-family. Feedback is captured, final adjustments are made, and then we move to full public launch with confidence.

Where Asset Managers Expand, Engage, and Win

Losing wallet share to competitors? It’s time to take it back—expand your reach and meet investors where they are with FusionIQ. Contact us and request a demo today.

Request a Demo