FusionIQ Launches Modular Integrated Platform

Wealthtech Firm Announces New Platform For Workflows And Process Automation With Branding To Focus On Ease Of Use And Disruptive Change

Janeesa Hollingshead, Contributing Editor, Wealth Solutions Report

Wealthtech firm FusionIQ launched the FusionIQ One platform with four integrated modules to enable IBDs, RIAs and financial institutions to implement a white-labeled platform in as little as six weeks. Clients can be onboarded in five minutes on many custodians. The platform branding is designed to communicate the ease with which the platform can be implemented and the firm’s commitment to delivering innovative, intuitive and scalable solutions.

Mark Healy, CEO, FusionIQ

The firm’s CEO, Mark Healy, said, “The new FusionIQ One brand lets the wealth management industry see how our digital technology has evolved into an all-in-one platform and the value it’s bringing to our clients. By providing an easy on-ramp to digital, FusionIQ One is helping advisors and institutions say goodbye to legacy technology. We’re delivering the integrated platform they need to scale and grow.”

The platform contains four pay-as-you-grow modules that deliver workflows and process automations: Digital Advice, Self-Directed Investing, finTAMP and Digital Model Marketplace. In addition to these modules, an API Integration Suite is available for additional tools required by clients.

The platform launch comes after FusionIQ recently added more custodians to mitigate client risks that transcend investment products in the aftermath of the recent banking crisis, according to a company spokesperson.

The firm has added 107 production instances to the platform and $6 billion in committed assets on the finTAMP module. Firms using finTAMP have reported a 40% cost savings through eliminating duplicate processes for client onboarding and account management.

The branding for FusionIQ One was introduced at Pershing’s INSITE23 conference. Through the remainder of the year, the branding will extend to all of the firm’s marketing and communications materials, including its website, carrying the message that advisors and institutions can be disruptors through delivering new revenue streams, increased efficiencies, greater productivity and an improved experience.

Peter Brittain, Head of Business Development, FusionIQ

Peter Brittain, the firm’s Head of Business Development, said, “Our new branding and the introduction of FusionIQ One underscore our commitment to helping financial advisors and institutions achieve digital leadership. We’re proud to support our clients as they become disruptors, providing them with an integrated platform that drives growth, unlocks new revenue streams, and sets them apart in the marketplace.”

Janeesa Hollingshead, Contributing Editor at Wealth Solutions Report, can be reached at editor@wealthsolutionsreport.com.

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