FusionIQ
FusionIQ is a developer of a comprehensive digital wealth management platform aimed at enhancing the wealth investing experience for financial advisors and institutions. The FusionIQ One platform features four key modules: Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP, which streamline digital transformation for clients such as banks, credit unions, and asset management firms. With a focus on user-friendly integration, FusionIQ allows for white label solutions that can be implemented in as little as six weeks. The platform provides essential tools for portfolio management, client onboarding, and compliance tracking, while the Digital Model Marketplace enables the creation of personalized investment strategies. Additionally, the finTAMP technology offers a fully customizable digital investment management experience, enhancing the efficiency and scalability of advisory firms. Overall, FusionIQ is positioned as a leader in providing integrated digital solutions that foster improved client relationships and operational efficiency in the wealth management sector.
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Blueleaf
Acquisition in 2023
Blueleaf is a financial relationship management platform for wealth management that helps firms streamline workflows with live reporting and branded client portals. The platform aggregates accounts to surface balances, performance, allocation, and detailed holdings, and provides weekly updates, data sharing, and collaboration features. It automates much of the reporting and operational tasks traditionally handled by advisors, enabling firms to deliver client value more efficiently and to grow their client base and revenue.
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