FusionIQ provides a white‑label digital wealth management platform that lets banks, credit unions, RIAs, asset managers and other financial institutions launch or enhance self‑directed, robo‑advice and advisor‑assisted investing services under their own brand. The modular solution integrates with major custodians and can be deployed in as little as six weeks, enabling rapid client onboarding and automated workflows that help grow assets under management while reducing operational costs.
Funding
Funding not disclosed
Founders
Product
Problem
Financial institutions and advisors often lack a fast, customizable digital platform to offer self‑directed, robo, and advisor‑assisted investing under their own brand, leading to slow client onboarding, limited product offerings, and higher operational costs.
Solution
FusionIQ delivers a white‑label, modular wealth management platform that can be configured and launched in as little as six weeks. The solution integrates with major custodians and supports multi‑custodian brokerage and advisory features, enabling institutions to expand their investment product suite quickly. Automated digital onboarding allows new clients to be activated in minutes, while a unified, mobile‑optimized user experience helps retain assets and grow AUM. The platform’s configurable modules let firms select only the capabilities they need, reducing implementation complexity and operational overhead.
Target Audience
Primary customers are banks, credit unions, registered investment advisors, asset managers, insurance brokers, and payroll/HR providers seeking to launch or enhance digital wealth services under their own brand.
Features
- Configurable white‑label solution with self‑directed, robo, and advisor‑assisted investing modules
- Multi‑custodian integration with leading custodians such as Interactive Brokers, Fidelity, BNY Mellon, DriveWealth, Apex Clearing, and Anchorage
- Rapid deployment timeline (up to 6 weeks) and 5‑minute client onboarding workflow
- Mobile‑optimized interface with multilingual support for a unified client experience
- Automated digital workflows that reduce ACH outflows and streamline account management
- Modular architecture allowing firms to add or remove features as business needs evolve