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Wealth Management Tech

for Broker-Dealers

Growth shouldn’t come at the cost of compliance or the client experience. Six weeks is all it takes to launch a private-label platform that delivers Broker-Dealers all three.

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FusionIQ interface showing fields to add a portfolio name, objective, risk category, and trade rules.

FusionIQ is modular wealth tech built for Broker-Dealers. Deploy self-directed, digital advice, or hybrid modules—or request all three solutions in a private-labeled platform on web and mobile. All ready to launch in 6 weeks.

Automate digital onboarding of new investors in just minutes, with built-in KYC/AML/CIP. Use our hybrid digital advice tools to balance your clients’ personalized portfolios—supporting rep-as-portfolio-manager or home-office strategies.

Grow your AUM as you offer custom portfolios from our growing model marketplace. FusionIQ is custodian-agnostic, assuring confident self-directed traders seamless access to Pershing, Apex Clearing, Fidelity, and more.

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Use Cases

Use Cases for Broker-Dealers

Discover how FusionIQ empowers Broker-Dealers to grow and scale by engaging new clients, improving workflow efficiency, and differentiating product offers.

Support the Next Generation of Investors

Onboard new investors digitally, in minutes, with built-in AML, KYC, and CIP compliance accounted for. Multilingual support ensures every demographic is represented.

Prioritize Cost-Effective Automation

Automate workflows to efficiently connect the front, middle, and back offices to reduce operational drag and improve compliance oversight.

Monetize Small Account Management

Set up small account solutions with low dollar minimums. Engage more long-tail clients as a long-term strategy to boost your Broker-Dealer firm’s AUM.

Access the Digital Model Marketplace

Let advisors choose from diverse ETF, mutual fund, and equity strategies built by model managers that fits every investor’s risk appetite and investment journey.

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Deployment Timeline:
Six Weeks to Success

FusionIQ is the only wealth tech for Broker-Dealers 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.

Built for Broker-Dealers Who Refuse to Stand Still

Unify advice, self-directed trading, and model strategies in one private-labeled platform. That’s the Broker-Dealer advantage with FusionIQ. Contact us and request a demo today.

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