Avoid forced asset transfers and ensure a smooth experience as investors graduate from digital to advisor-led investment services.
No need to vet a new custodian. Maintain existing relationships and avoid lengthy procurement and third-party risk reviews.
With FusionIQ’s pre-built custodial “rails,” custodian onboarding happens in as little as 48 hours. Easy, fast, and friction-free.
Retain the revenue agreements you already rely on—money markets, cash sweeps, and spreads—without disruption or renegotiation.
Every investor questionnaire captures more than risk tolerance—it reveals goals, timelines, and needs. By connecting FusionIQ to Salesforce, Redtail, or your homegrown CRM, that insight becomes actionable.
With data flowing into one place, you can anticipate client needs, recommend the right products, and unlock cross-sell opportunities that expand wallet share and deepen relationships.
Funding an account shouldn’t take weeks of paperwork. FusionIQ removes the friction by enabling investors to link accounts instantly, authenticate credentials securely, and transfer funds with confidence.
With Plaid and Finicity integrations powering the experience, funding becomes simple and intuitive. Investors stay engaged, and your institution strengthens trust with a first-class onboarding experience.
