F
Book a Demo
Book a Demo

Accessible Wealth Management Starts Here

FusionIQ’s Digital Advice powers branded robo-advice, helping clients scale and deepen new investor relationships with simple, risk-aligned portfolios.

Request a Demo

The Case for Digital Advice

Rising costs, fintech competition, and investor demands are reshaping wealth management. Digital Advice helps you scale, retain assets, and grow AUM.

Request a Demo

Keep Clients in Your Ecosystem

Don’t lose loyal customers to the competition. Digital Advice initiates or expands your wealth offering while strengthening years of relationships.

Grow Assets, Without the Overhead

Digital Advice is the perfect solution for incubating small accounts. Grow your AUM over time without increasing headcount or operational costs.

Quick to Implement and Scale

Unlike traditional wealth tech deployments that take months, our Digital Advice module for web and mobile goes live in as little as six weeks.

Be Confident About Compliance

Digital Advice captures and stores all risk-tolerance questionnaires and digital signatures to reduce your regulatory burden and manual oversight.

The Core Features
That Power Digital Advice

Digital Advice brings together the tools investors expect and the functionality wealth stakeholders need to deliver a modern, scalable wealth experience.

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

Valley Bank

In 2023, Valley Bank partnered with FusionIQ to launch private-labeled instances of Digital Advice. Data analytics from the administrative portal identified those with a predisposition to wealth management. 

FusionIQ’s Digital Advice platform boosted the bank’s customer acquisition capabilities and grew customer volumes. The cloud-native technology eliminated the need for costly on-premises infrastructure, and provided greater scalability.

Digital Advice

FAQs: Digital Advice

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

How quickly can we launch Digital Advice?

Ready to Explore the Digital Advice?

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

Talk to a Solution Specialist