FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities

Cloud-Based Solutions Provider Integrates With Platform Provider To Enhance UX, Reporting And Digital Transformation

Janeesa Hollingshead, Contributing Editor, Wealth Solutions Report

FusionIQ announced a strategic integration with Blueleaf, a provider of billing, reporting and client aggregation tools, in a move designed to serve firms in their digital transformation with an enhanced user experience (UX) as the platform enables advisors to customize, schedule and deliver reporting in a white-label environment.

“We are excited to partner with Blueleaf to further bolster FusionIQ’s commitment to wealth management firms poised to become digital wealth leaders,” said FusionIQ CEO, Mark Healy. “By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage (multi-custodian approach), and innovative reporting capabilities that enables streamlined connection management for held-away accounts.”

Mark Healy, CEO, FusionIQ

Healy continued, “Working together, Fusion IQ and Blueleaf will guarantee a secure environment for end-clients, where they may safely share their account information.”

FusionIQ selected Blueleaf due to its automated reporting and communication platform, which provides performance reporting, billing, invoicing, account aggregation, portfolio monitoring and client updates and reports.

John Prendergast, CEO, Blueleaf

Blueleaf CEO John Prendergast said, “We are thrilled to partner with FusionIQ to enhance the digital wealth management capabilities of firms everywhere. Our innovative aggregation-as-a-service system aligns perfectly with FusionIQ’s vision of making it easy for financial advisors and institutions to deliver exceptional service and achieve sustainable growth. With this integration, we can help wealth managers to go further, faster, as they provide a seamless and comprehensive digital solution that meets the evolving needs of end-clients.”

In June, FusionIQ announced the launch of its integrated platform, FusionIQ One, with four integrated modules to enable IBDs, RIAs and financial institutions to implement a white-labeled platform in as little as six weeks.

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

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