FusionIQ and interVal partner to boost financial advisors' growth - ThePaypers
FusionIQ has partnered with interVal to expand technology solutions for financial advisors.
FusionIQ
Finance · Massachusetts, United States · 40 Employees
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About
Headquarters
12 Gill St Ste 5450, Woburn, Massachusetts, 018...Phone Number
(800) 213-5904Website
www.fusioniq.ioRevenue
<$5 MillionIndustry
Most Recent Scoops
May 22 2024
Partnership
Jul 13 2023
Partnership
Who is FusionIQ
FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform ha s four easy to implement modules Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP making digital transformation hassle free. FusionIQ Ones simple, pay as you grow approach, makes it easy for credit unions, banks, RIAs, independent broker dealers and asset managers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, its easy to see why FusionIQs integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions. Digital Advice Whether its democratization of the investing process, a small accounts solution, a new revenue channel, lowering infrastructure costs, or faster client onboarding, the FusionIQ One Digital Advice module delivers the features you need to realize your vision. Essential tools include customized RTQs, portfolio management tools, data aggregation and transactions, AML, KYC, and CIP tracking, investor dashboard, advisor workstation, teams management and alerts. Self-Directed If youre looking for a small accounts solution, a new revenue channel, lowering infrastructure costs, faster client onboarding, or giving your full advice clients an opportunity to make some trades on their own, FusionIQ Ones Self-Directed module meets your needs. From AML, KYC, and CIP tracking to check out cart or ticket trading, fractional or whole share trading, investor dashboard, watchlists, recurring deposits and systematic withdrawals, and a variety of account types, the Self-Directed module delivers. Digital Model Marketplace The Digital Model Marketplace makes it fast and easy for advisors and firms to create personalized portfolio solutions at scale. Whether you choose models created by leading strategists, build your own, or use a combination ...Read more
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Most Recent Scoops
May 22 2024
Partnership
Integration, Partnership, Product Management, Software
Oct 4 2023
Project
Cloud, Cyber Security, Financial Systems, Security
Jul 13 2023
Partnership
Cloud, Integration, User Experience, Automation, Digital Technology
Oct 26 2022
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FusionIQ News & Media
FusionIQ and interVal form WealthTech partnership
FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a leading provider of software that empowers wealth management firms, financial institutions, and accounting firms with automated insights for small and medium-sized businesses (SMBs) across North America.FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM. WOBURN, Mass., Aug. 13, 2024 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one...FusionIQ Declared Winner at 2024 Banking Tech Awards USA
The All-in-One FusionIQ One platform was recognized as a Best-as-a-Service Solution for Wealth Management WOBURN, Mass., May 31, 2024 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced that its all-in-one platform FusionIQ One...FusionIQ Announces Integration with Interactive Brokers Canada
Innovations for financial advisors, including FusionIQ's FIQ Journey product, now available to industry leaders in Canada WOBURN, Mass., May 22, 2024 /PRNewswire/ -- FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for...
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Frequently Asked Questions Regarding FusionIQ
FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP making digital transformation hassle free. FusionIQ Ones simple, pay as you grow approach, makes it... Read More
