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Wealth Management Tech

for Retirement Providers

Plan retention starts with engagement and ends with stronger outcomes. Retirement Providers can now deliver both through mobile-first digital advice and investing tools.

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Manage retirement accounts

FusionIQ is a wealth management platform that helps Retirement Providers modernize the participant journey. Deliver investing options across rollovers, Roths, and HSAs—while automating compliance and minimizing administrative burden.

Launch a branded platform that empowers participants with self-service, hybrid, or advisor-led tools, delivering life stage portfolios and integrating with your existing custody and record-keeping infrastructure. 

Support your plan sponsors with smarter engagement, stronger education tools, and better oversight. With FusionIQ, you can deliver a consistent, trust-building digital experience that’s fast, modern, and mobile-first.

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Use Cases

Use Cases for Retirement Providers

Discover how implementing your own private-labeled investment platform can modernize the participant journey and support better post-retirement outcomes.

Simplify Rollover IRA and Roth Onboarding

Onboard participants quickly and securely with an entirely automated digital process. Eliminate paperwork as you expand the scale, quality, and reach of your services.

Automate AML/KYC/CIP

Reduce enrollment friction and stay audit-ready with built-in regulatory workflows that automate and streamline client verification and compliance oversight.

Deploy Mobile-First Experiences

Provide tech-savvy participants what they want and expect—an intuitive investment app to view, manage, and track their retirement savings anytime, anywhere.

Deliver Life-Stage Aligned Portfolios

Reduce risk and improve participant outcomes by matching portfolios to age and time horizon, ensuring investments stay appropriate over time.

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Deployment Timeline:
Six Weeks to Success

FusionIQ is the only wealth tech for Retirement Providers 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.

For Retirement Providers, Innovation Can’t Wait

Engaged participants are happy ones—they save more, stay longer, and invest with confidence. FusionIQ helps deliver the experience they expect. Contact us and request a demo today.

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