FusionIQ offers a best-in-class modular digital wealth platform. Our technology provides automated, advisor-led, or self-directed investing, digital onboarding, access to a library of model portfolios, and custodian-agnostic integrations.
Since our tech is modular, you choose what you need or let us build you a turnkey solution with investment management, regulatory compliance, and customer support. Onboard a new client in as little as 5 minutes and launch a branded platform in as little as six weeks.
Democratize wealth management for all your clients by offering low minimum investment accounts, fractional share purchases, and multilingual support. Best of all? Everything is digital, with a full audit trail.
Launch D2C investing services in as little as six 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.
Match your customers’ risk appetite and goals to the right portfolio with robo-investing. Questionnaires are saved, and can be modified later without retaking them.
Use Case: Kinecta Federal Credit Union now helps their members grow their assets with a brand they trust, offering them digital advice or self-directed investing options. This keeps ACH outflows to competitor institutions to a minimum while strengthening existing member relationships.
Have your experts manage investments and give customers a fluid mobile and web experience to view and track their investments within your ecosystem.
Use Case: Enabling hybrid advice for Valley Bank gave customers access to a trusted investment advisor with a digital portal to view their holdings. Modular configurations ensured brand colors, fonts, and backgrounds aligned, giving customers a seamless advisory experience on both mobile and browser.
Let confident investors fund and choose investments for their new brokerage account. Support them with real-time quote data, investment news, and chatbot help services.
Use Case: Naval Federal Credit Union deployed this FusionIQ module in addition to Digital Advice in 2022. With the integration of FusionIQ mobile investing technology in 2023, product offerings expanded, and account growth accelerated 10x for their digital banking demographic in just a year.
Streamline the online onboarding of new wealth customers and members, driving efficiency and helping your team focus on managing existing assets and relationships.
Use Case: Kinecta Federal Credit Union wanted a digital platform to complement in-branch wealth management. By pairing their advisor practice with FusionIQ, they now offer a digital experience. Pulling member data from existing accounts eliminated duplication and enabled a smoother, faster onboarding experience.
Ensure every investment journey is a successful one with access to a growing library of investing models to select from. This module is available to every client.
Use Case: Empower advisors to quickly match clients with curated investment strategies, cutting down time spent building strategies from scratch. Freeing advisors from manual work means they can keep focus where it matters most—client relationships, strategic guidance, and long-term growth.
FusionIQ is custodian agnostic, meaning seamless access across industry-leading custodians like Pershing, Fidelity, DriveWealth, Apex Clearing, and more.
Use Case: Activate and connect existing custodial relationships to FusionIQ in as little as 48 hours without forcing asset transfers. Custodian-agnostic integrations reduce onboarding delays, cut compliance friction, and give advisors one streamlined platform to serve every client account.
