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.
Salespeople at the firm often went beyond the matching algorithm to recommend network advisors on its Zoe Wealth platform, according to the regulator.
The Protect College Sports Act would cap school payments and codify NIL rights, with implications for advisors guiding young athletes.
"I know the number that I want to be able to retire on, and now I just want out," says Wilmington Trust's Marguerite Weese, describing a common refrain among business-owner clients.
Bessemer and Brown Brothers Harriman veteran Robert Ludricks III and private markets specialist Olof Akesson join the ultra-high-net-worth push on the East Coast.
765 investors were promised 260% annual returns on truck leases
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains