Company Performance Metrics
- Eric Noll: CEOPast Role: ConvergEx, CEO
John Kimbro: Chief Technology Officer
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 One’s 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, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.
Digital Advice Whether it’s 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 you’re 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 One’s 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 of both, you’re in control of winning investment strategies at a lower cost. And it gives you a digital channel to distribute your own custom models.
finTAMP FusionIQ delivers the first true digital TAMP, integrating our all-in-one advisor platform with end-to-end digital investment management technology. finTAMP provides the modern advisor and client experience, platform flexibility, and efficiency that enables firms to scale and grow.
