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.
Wells Fargo adds two bank-channel recruits, UBS lands a JPMorgan Chase veteran, and a multi-family office lifts Atlas past $1B
“The state comes down on you in years when you make 40% returns for clients,” said Bill Swayne, the advisor and son of Candace Swayne.
The Independent broker-dealer giant has had “active conversations” with the Claude maker, which is days away from its expected IPO
For Gen X clients entering life after work, answering the financial question isn't enough to solve the entire retirement equation.
Tools from Grantd, Income Lab and Healthspan Wealth aim to keep RIAs involved in clients’ biggest money decisions
Growing wealth, evolving priorities, and untapped opportunities are reshaping how women approach long-term investing.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
