FusionIQ launches unified investment platform

FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, and ETFs.
MAR 27, 2024

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.

EM debt funds a smart way to add yield, diversification to portfolios, says VanEck strategist

Latest News

What fees and services are state RIAs offering?
What fees and services are state RIAs offering?

Annual NASAA report maps out how investment advisors are mixing up their fees, planning, and wealth management services for clients.

LPL lands $650M private wealth team from Ameriprise
LPL lands $650M private wealth team from Ameriprise

The five-advisor group based in Santa Rosa, California operates a full-service ensemble practice with tax, retirement, estate planning, and other high-net-worth services.

When should RIAs end a client relationship?
When should RIAs end a client relationship?

Fewer clients can help the advisor perform at "a higher level," says one new RIA.

Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding
Wealth lead-generation fintech Cashmere AI gets $3.6M seed funding

The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.

'Crypto could become a standard sleeve in diversified portfolios'
'Crypto could become a standard sleeve in diversified portfolios'

A new report reveals that digital assets are increasingly being recommended by wealth managers.

SPONSORED Leading through innovation – with Tom Ruggie of Destiny Wealth Partners

Uncover the key initiatives behind Destiny Wealth Partners’ success and how it became one of the fastest growing fee-only RIAs.

SPONSORED Explore four opportunities to elevate advisor-client relationships

Morningstar’s Joe Agostinelli highlights strategies for advisors to deepen client engagement and drive success