Investor Choice Without the Asset Flight

FusionIQ’s Self-Directed Investing gives investors control across stocks, ETFs, and more—inside your ecosystem, not on someone else’s platform.

The Case for Self-Directed Investing

Tired of watching accounts walk out the door? Discover how Self-Directed Investing—our private-label brokerage module—stems outflows and keeps clients engaged.

Mitigate ACH Outflows to Retail Brokers

Don’t lose capital to the competition. Self-Directed Investing initiates or expands your wealth offering and strengthens client relationships.

Flexibility Beyond Rigid Portfolios

Give investors a plethora of investment offerings: ETFs, stocks, fixed income, crypto, alternatives, and private investing.

Incubate Accounts for Advisory-Led Investing

Allow all accounts, from small to mass-affluent, to grow over time, with the opportunity to transition them to advisor-led.

Quick to Implement and Scale

Traditional wealth tech deployments take months. Our Self-Directed Investing module for web and mobile goes live in as little as six weeks.

The Core Features That Power Self-Directed Investing

Self-Directed Investing 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

A Beloved American Credit Union

In 2022, one of America’s largest credit unions by membership and asset size, adopted Self-Directed Investing alongside the Digital Advice module, allowing members to trade and manage portfolios, respectively. Members quickly embraced and praised these new opportunities.

A year later, the launch of FusionIQ’s mobile investing technology fueled adoption—a 10x increase in digital investor accounts. This surge in engagement boosted loyalty and established the credit union as a new leader in self-directed wealth solutions.

Self-Directed Investing

FAQs: Self-Directed Investing

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

How quickly can we launch Self-Directed Investing?

Ready to Explore Self-Directed Investing?

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