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Wealth Management Tech

for RIAs

Modern RIAs must balance personalization with efficient service at scale. A digital platform that unifies self-directed, digital advice, and hybrid modules makes it possible.

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FusionIQ mobile interface showing digital investment tools for advisors and RIAs.

FusionIQ is the RIA firm’s answer to platform fatigue and multiple solutions. Choose from self-directed, digital advice, or hybrid—or get all three modules in one private-labeled platform that is ready to launch in six weeks.

Our fully automated platform can digitally onboard new clients in minutes. The advisor portal has one-click access to all documentation and risk assessment questionnaire data to stay SEC-compliant. Monetize all client segments, including smaller accounts.

Access our third-party marketplace of custom portfolios to recommend the right one for every investor’s risk appetite. With FusionIQ, RIA firms can serve all clients profitably, not just the top tier, and scale services without additional hires.

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Case Studies

Results That Redefine What’s Possible

RIA firms are leveraging FusionIQ to expand their product offerings, cut infrastructure costs, and profitably monetize all client segments. Here’s how one firm did it. 

Transforming the RIA Playbook With Integrated Tech

Alterna, a US registered investment advisor and broker-dealer, wanted wealth technology to offer RIA-as-Portfolio-Manager solutions to retail clients.

  • Offered tools with a seamless workflow connecting the front, middle, and back offices.
  • Enabled models to be built, managed, analyzed, and rebalanced across client accounts with ease and high cost-effectiveness.
  • Streamlined digital compliance, client onboarding, and risk tolerance customization.
  • Provided the ability to have advisor models sit next to third-party strategies.
  • Delivered a dashboard with a consolidated view of a professional’s entire book of business.

“Through the ‘client portal,’ Alterna can digitally onboard clients in a matter of minutes. Clients answer risk tolerance questions and pick a portfolio suitable for their investing needs. The portal allows clients to see their assets and move money in and out without the assistance of the advisor. As the advisor, Alterna leverages the ‘advisor portal’ where they can see client assets, manage portfolio models, and rebalance or trade on behalf of their customers.”

Use Cases

Use Cases for RIAs

Discover how FusionIQ helps RIA firms grow their client share, expand AUM, and deliver modern investing experiences—without growing their advisor headcount.

Eliminate Platform Fatigue

Get advice, self-directed, and hybrid solutions in one private-labeled platform and eliminate costs on multiple, disparate wealth management solutions.

Serve Every Client Tier Profitably

Grow your client base with automated onboarding and small account management. Offer your fiduciary expertise to every client, not just the top tier.

Grow Without Hiring

Grow your AUM without growing your head count. Our RIA tools connect the front, middle, and back offices, allowing efficiency even with higher client volumes.

Elevate Your Brand Value

In just six weeks, your clients will get a configurable web and mobile investment with multilingual support experience that’s a seamless extension of your brand.

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Deployment Timeline:
Six Weeks to Success

FusionIQ is the only wealth tech for RIA firms 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.

RIAs: Grow Your Profits, Not Your Back Office

RIAs are facing rising expectations to serve every client profitably, keeping overhead low and operations efficient. FusionIQ makes it possible—contact us and request a demo today.

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