Fast Track to a Branded Digital Wealth Platform

FusionIQ’s paperless onboarding process on web and mobile is fast, efficient, and compliant. Get new investors to the market in minutes, not days.

The Case for Digital Onboarding

New wealth managers are quickly overwhelmed initiating the paperwork, storing it, and preparing for audits. Our process is fast, compliant, and scalable.

Mobile Application Onboarding

A FusionIQ exclusive: Onboard digital-native new investors through your own private-labeled mobile application. No more paperwork.

Goodbye to Storing Paperwork

Traditional onboarding needs office space to store and keep track of documents. FusionIQ has centralized, one-click access.

24/7 Regulatory Compliance

No more worry about audit burden. Store all risk questionnaires, disclosures, and e-consents in the administrative portal.

No More Data Redundancy

Leverage existing personal information from linked banking accounts through single-sign on for error-free onboarding and processing.

The Core Features That Power Digital Onboarding

Our digital onboarding process delivers a modern, configurable, and scalable digital wealth experience for clients and a fluid onboarding for investors.

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

Alterna Securities

Alterna Securities, a registered broker-dealer and investment advisor, partnered with FusionIQ to offer RIA-as-portfolio-manager solutions to their retail investors. They aimed to further grow their AUM of $861 million with flexible and fast investor onboarding and process automations.

Through Digital Onboarding, Alterna Securities streamlined new investor acquisition, digital compliance, and consolidated access to books of business. Our Rep-as-PM tools then helped advisors build, manage, and rebalance models painless and cost effective across all investor accounts.

Digital Onboarding

FAQs: Digital Onboarding

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

How can a new account be opened in just minutes?

Ready to Explore Digital Onboarding?

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