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FusionIQ Main Features

• Data Security
  FusionIQ ensures strong data security with SOC 2 Type II compliance.
• Pay As You Grow
  You only pay for the services you need when you need them.
• Fast Digital Setup
  You can have a white label digital platform ready in as little as six weeks.
• Automated Processes
  The SaaS is fully digital, allowing advisors to focus on clients instead of paperwork.
• Digital Workstation
  FusionIQ provides a digital workspace for advisors and clients to work together.
• Large Investor Base
  FusionIQ One has over 115,000 investors using its services.
• End-to-End Workflows
  The SaaS offers complete workflows to help you grow your business profitably.
• Quick Implementation
  You can implement a white label platform in about 6 weeks.
• Easy Client Onboarding
  You can onboard a new or existing client in just 5 minutes.
• Goodbye to Old Systems
  The SaaS replaces old software, reducing costs and increasing efficiency.
• Personalized Investing
  The SaaS allows for customized investing experiences for clients.
• Adapt to Digital Changes
  FusionIQ helps you adjust to digital changes in the finance industry easily.
• Cloud-Native Flexibility
  FusionIQ's cloud-based platform can grow and change with your needs.
• Improved Client Experience
  The SaaS enhances client and advisor satisfaction with better services.
• Multiple Custodian Options
  FusionIQ offers various custody options without long-term contracts.
• Support for Small Accounts
  FusionIQ helps manage small accounts effectively while diversifying income.
• Integration with Custodians
  FusionIQ works with many trusted custodians for better service.
• Transparent Transition Process
  The FIQ Experience Team guides you through the digital setup smoothly.

FusionIQ Benefits

• Stand Out Brand
  The SaaS offers unique ways for clients to invest, making your brand more attractive.
• Fast Implementation
  You can implement a white label platform in just 6 weeks, allowing you to start using the system quickly.
• End-to-End Workflows
  True end-to-end workflows allow for smooth operations and help you grow your business profitably.
• Easy Digital Experience
  FusionIQ helps financial advisors and institutions provide a digital experience that clients want, making it easier to attract and keep customers.
• No More Paper Processes
  With a fully digital platform, you can eliminate paper processes, saving time and resources.
• Quick Client Onboarding
  It takes only 5 minutes to onboard a new or existing client, which saves time and improves efficiency.
• Adapt to Digital Changes
  The SaaS helps you adjust to digital changes in the market, keeping you competitive.
• Flexible Investing Options
  FusionIQ allows for personalized investing journeys, catering to different client needs.
• Support for Small Accounts
  You can serve smaller accounts effectively, helping to diversify your revenue streams.
• Integration with Custodians
  FusionIQ connects with many trusted custodians, making it easier to manage investments securely.
• Transparent Transition Process
  The FIQ Experience Team ensures a clear transition to digital, helping your team adapt smoothly.

Who should use FusionIQ?

• RIAs
  They can save time and money by automating their workflows.
• Banks
  They can keep customers happy by offering modern online services.
• Credit Unions
  They can attract and keep members by using advanced technology.
• Asset Managers
  They can grow their business faster with easy-to-use digital tools.
• Broker-Dealers
  They can provide better service to clients with a smooth digital experience.
• Family Offices
  They can manage wealth more efficiently with a complete digital platform.
• Financial Advisors
  They can offer clients a better investing experience with easy-to-use tools.

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