FusionIQ is making a bid for leadership in the wealth technology space as it unveils a new unified platform for investments within its wealth tech ecosystem.
The wealth tech provider’s new platform, FIQ Market One, aims to democratize access to a wide range of investment options through an integrated solution for advisors and investors.
Part of the firm’s broader FusionIQ One ecosystem, the solution brings together a diverse spectrum of investments including digital assets, special purpose vehicles, alternative funds, private investments, and ETFs into a single marketplace.
“FIQ Market One empowers financial firms to develop diversified portfolios at scale, ensuring advisors can focus on delivering personalized investment experiences to their clients,” John Guthery, chief investment officer at FusionIQ, said in a statement.
Guthery also highlighted the platform’s “flexible ETF model portfolio solutions, access to top investment strategists, and automated rebalancing features.”
With white-labeled, unified portals for advisors and clients, it allows users to seamlessly explore and invest in opportunities across various assets.
"The launch of FIQ Market One represents a pivotal moment in the evolution of wealth management," said Mark Healy, CEO of FusionIQ, highlighting the platform’s ability to dramatically improve access to investments. “We are proud to deliver FIQ Market One on the cloud-native FIQ One wealth management platform.”
A comprehensive, all-in-one solution, the FusionIQ One platform covers a range of features to provide a streamlined digital workflow and efficiency across its core modules FIQ Journey, FIQ Market One, and FIQ TAMP+.
The FusionIQ One platform also meets requirements for data security and compliance through its SOC 2 certification, while creating an optimized user experience with multicustodial integration, single sign-on capabilities, and a comprehensive API suite.
Regulators found Bank of America's monitoring software had a known flaw Merrill left uncorrected for years.
While AI has become a go-to research tool for affluent investors, new HSBC research suggests human advisors remain the deciding voice when investment decisions are made.
A 5-4 ruling preserves the Federal Reserve's independence for now, but the legal fight over presidential removal power is far from settled.
For years, large firms have been facing penalties and questions from regulators over interest rates for clients’ cash accounts.
Market volatility can be stressful, but it also represents opportunity for advisors and their clients.
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
Direct indexing is on pace to outgrow ETFs and mutual funds. Northern Trust's Ken Lassner explains why the advisors who get it wish they had started sooner.