FusionIQ, a Woburn, Massachusetts-based software-as-a-service company, has launched a turnkey asset management platform that offers advisers access to fixed-income and alternative investments.
The company says the platform, finTAMP, is a white-labeled offering that provides smooth account opening, offers smooth account opening, a digital model marketplace of investments including ETF, mutual fund and equity portfolios, and a portal advisers can use as a home base to manage their book and build proposals.
“In contrast to robo-advisory platforms, our finTAMP offers a wide range of investment models that permit financial advisers to combine their expertise with robust technology and support to deliver highly customized solutions to their clients through one integrated digital workflow,” Mark C. Healy, the firm’s chief executive, said in a statement. “That eliminates the need for firms to rationalize multiple legacy platforms.”
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