Wealth Tech That Empowers Advisors to Serve at Scale

FusionIQ's Advisor-Led Investing solution enables advisors to serve more clients, complementing traditional digital advice with oversight and lean in.

The Case for Advisor-Led Investing

Advisors deserve a hybrid approach– a platform that works alongside their TAMP in serving investors across the wealth continuum at a better price point.

Say Yes to Investors More Often

A hybrid approach means advisors don’t take over every book, but still offer digital advisory services to the investors who need them.

Say No to Account Minimums

Having a platform that can support low account minimums means advisors can scale this hybrid advice model with more investors.

Actively Manage Incubated Accounts

When investors on digital advice or self-directed wealth journeys want hands-on advice, step in instantly with a ready overview of their situation.

Offer Transparent Fees

Get access to a wealth management platform where advisors can advertise their digital advice fees for custom portfolios.

The Core Features That Power Advisor-Led Investing

Advisor-Led Investing has features to help advisors incubate down market investments at the same custodial destination– within their ecosystem.

Empower Small Accounts With Custom Minimums

Map Portfolios Based on Risk Tolerance

Digital Paperwork for the Digital-First Investor

Empower Small Accounts With Custom Minimums

Every client deserves long-term financial stability. Digital Advice allows you to set a low minimum balance to make investing easy and accessible.

Create as a cohesive extension of netbanking
Enable recurring weekly or monthly deposits
Track client investments and advise if necessary

Map Portfolios Based on Risk Tolerance

Everyone has different perspectives on their balance of assets in equity and fixed-income securities. Help them find a portfolio that works for them.

Risk questionnaires can be taken multiple times
Clients can change portfolios based on life events
Clients can reach out for customizations

Digital Paperwork for the Digital-First Investor

The next generation of investors deserves—and demands—the ease of opening their first investment account without stepping into an office.

Custodian-agnostic for easy verification
Leverage existing client information on record
Create an account in minutes, with 100% e-consent

Case Study

Kinecta Federal Credit Union

Serving over 300,000 member-owners with assets of $6.8 billion, Kinecta Federal Credit Union aimed to digitally modernize its wealth management offering and streamline operating efficiency, all while maintaining a human touch.

FusionIQ provided a single-point wealth tech solution that boosted customer acquisition and provided a small account solution via fractional shares. The partnership resulted in a tri-journey experience—digital investment advice through an RIA, self-directed brokerage, and personal wealth management services through Ameriprise Financial.

Advisor-Led Investing

FAQs: Advisor-Led Investing

Here are some of the most common questions we receive about Advisor-Led Investing. Don’t see yours? Contact us and we’ll get you answers.

How is Advisor-Led Investing different from Digital Advice or Self-Directed?

Ready to Explore Advisor-Led Investing?

Getting started with FusionIQ is simple—click the link below and connect with a solution specialist to see how Advisor-Led Investing can drive your business forward.