FusionIQ delivers digital wealth management for your customers and clients with self-directed and advisor-led investing. Implement your own private-labeled platform or specific modules in as little as 6 weeks, and onboard new clients in just minutes.
Banks, credit unions, RIAs, asset managers, insurance brokers, and HR/Payroll providers use FusionIQ to expand their product offerings and retain and attract customers. And, it integrates seamlessly with many of America’s largest and most trusted custodians.
It’s easier than ever before to consolidate advisory and brokerage services into one unique, branded web and mobile platform. Explore how FusionIQ can empower your organization to launch, enhance, and scale your digital wealth management offerings.
Launch new low-cost digital advice, advisor-led, or self-directed investing modules. Or choose all three in a fully private-labeled solution launched in as little as 6 weeks.
Use Case: Reduce ACH outflows to your competitors and simultaneously provide a value-added service that your customers or members will appreciate.
Onboard new accounts in minutes with 100% e-consent forms. Leverage existing account data to eliminate duplication, friction, and account abandonment.
Use Case: Eliminate data duplication and capture the digital-first demographic—those who are eager to invest and appreciate a quick, paperless, hassle-free signup.
Offer a seamless extension of your existing app with any new investing modules you choose. If you don’t have an app, we can launch one, with multilingual support.
Use Case: Institutions with separate accounts for digital advice and self-directed trading can integrate both in a private-label app for consistent branding and experience.
Institutions and professional advisors can easily add digital small account solutions, allowing new investors to start building wealth with a low minimum amount.
Use Case: Credit unions serving marginalized American communities can use this feature to help members kickstart their investment journey with confidence.
Institutions deploying the self-directed investing module can provide real-time quote data and investment news to inform and educate investors carving their own path.
Use Case: Offer a holistic experience within your own private-label web portal and mobile app with information about stocks, bonds, and other investment vehicles.
Offer your advisors a library of diversified portfolios, including ETFs, stocks, fixed income, digital assets, alternative investments, and private investing.
Use Case: Advisors have built, at scale, highly customized portfolios for every investor goal, and have more time to build client trust and relationships.
FusionIQ is custodian-agnostic, meaning seamless cross-functionality with America’s most trusted custodians. Our client portal allows asset managers direct-to-fund access.
Use Case: Asset managers can get expanded distribution of their products to a broader digital demographic while keeping costs and disruption levels to a minimum.
