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A Library of Curated Wealth Models at Your Fingertips

With FusionIQ’s Digital Model Marketplace (DMM), advisors and institutions can browse and implement third-party strategies inside their branded ecosystem.

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The Case for the Digital Model Marketplace

Without access to a DMM and a diverse range of third-party investment strategies, firms can’t differentiate or scale—putting both growth and retention at risk.

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Drive Advisor Efficiency

Free advisors and institutions to focus on relationships, retention, and growth by giving them ready-to-deploy, institutionally vetted models.

Enjoy an Expanded Product Shelf

Offer a wide range of curated strategies across asset classes and risk profiles, delivering to advisors the power of choice.

Get Automated Model Updates

Apply model updates in the DMM systemically and rebalance portfolios automatically when they are out of drift tolerance.

Complement Advisor-Owned Models

Third-party models are ready to implement. If you want to add your own models, create and customize them using the RAPIDS PM tool.

The Core Features
That Power the DMM

Our Digital Model Marketplace brings together the tools and the functionality wealth stakeholders need to deliver a modern, scalable wealth experience to 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
Digital Model Marketplace

FAQs: Digital Model Marketplace

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

How do we access the DMM?

The DMM is accessible through the admin portal and lives alongside our FusionIQ Digital Advice and Self-Directed Investing modules. These modules take about 6 weeks to deploy as a private-labeled instance and might vary depending on licensing agreements, provider onboarding, and configuration requirements.

The DMM is accessible through the admin portal and lives alongside our FusionIQ Digital Advice and Self-Directed Investing modules. These modules take about 6 weeks to deploy as a private-labeled instance and might vary depending on licensing agreements, provider onboarding, and configuration requirements.

The DMM is accessible through the admin portal and lives alongside our FusionIQ Digital Advice and Self-Directed Investing modules. These modules take about 6 weeks to deploy as a private-labeled instance and might vary depending on licensing agreements, provider onboarding, and configuration requirements.

The DMM is accessible through the admin portal and lives alongside our FusionIQ Digital Advice and Self-Directed Investing modules. These modules take about 6 weeks to deploy as a private-labeled instance and might vary depending on licensing agreements, provider onboarding, and configuration requirements.

The DMM is accessible through the admin portal and lives alongside our FusionIQ Digital Advice and Self-Directed Investing modules. These modules take about 6 weeks to deploy as a private-labeled instance and might vary depending on licensing agreements, provider onboarding, and configuration requirements.

Ready to Explore the Digital Model Marketplace?

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