Innovations for financial advisors, including
FusionIQ's FIQ Journey product, now available to industry leaders
in Canada
WOBURN, Mass., May 22, 2024 /PRNewswire/ -- FusionIQ, a leader
in the delivery of cloud-based wealth management solutions with
their all-in-one digital platform for financial advisors and
institutions, today announced its integration with automated global
electronic broker Interactive Brokers (Nasdaq: IBKR), in
Canada. This is a major milestone
in FusionIQ's commitment to giving advisors an easy on-ramp to
digital transformation with cutting-edge technology and seamless
workflows.
Through this integration, FusionIQ is now a third-party
portfolio management software provider linked with Interactive
Brokers Canada, solidifying its position in North America as a premier choice for
financial advisors seeking easy-to-implement solutions to enhance
client experiences and streamline their operations to scale for
profitable organic growth.
"We are delighted to work with Interactive Brokers Canada to
bring our cloud-native wealth management solutions to Canadian
financial advisors and firms," said Mark
Healy, Chief Executive Officer of FusionIQ. "FusionIQ's
integration with Interactive Brokers Canada represents a
significant opportunity for financial advisors to leverage advanced
technology and enhance their competitive edge in the industry. This
integration marks a significant step forward in our mission to
provide Canadian advisors with the white-labeled wealth management
platform they need to thrive in today's digital landscape."
The Interactive Brokers Canada integration will initially unlock
a range of benefits for portfolio managers, including access to the
Hybrid Digital Advice platform in FIQ Journey. This platform
seamlessly connects the front, middle, and back offices in a single
digital workflow, offering process automations to enhance practice
efficiencies and drive scalable growth for portfolio managers.
Chief benefits of FIQ Journey's Hybrid Digital Advice platform
for portfolio managers include:
- White-labeled investor websites to build brand recognition and
credibility in the market
- Digital-first client experiences including a mobile app that is
tailored to meet evolving investor preferences
- Multilingual structure to create growth opportunities within
Canada's diverse ethnic
communities
- Access to a mass affluent solution to fuel firm growth and
engage the next generation of investors.
Hybrid Digital Advice is one of four modules on the cloud-native
FusionIQ One platform that delivers the most comprehensive features
and deepest functionality in an all-in-one solution, providing a
frictionless digital workflow across its core modules and powering
a suite of easy-to-implement products including FIQ Journey.
"FusionIQ Canada's integration with Interactive Brokers Canada
means we will be able to provide portfolio managers with an
end-to-end practice management solution leveraging Hybrid Digital
Advice," said Howard Atkinson, Head
of Business Development at FusionIQ Canada. "This integration
underscores our commitment to providing advisors with the modern
tools and resources they need to succeed in a competitive
market."
About FusionIQ
FusionIQ makes it easy for financial advisors and institutions
to be digital wealth leaders. The cloud-native all-in-one FusionIQ
One platform has four modules – Hybrid Digital Advice,
Self-Directed Investing, Digital Marketplace, and finTAMP – making
digital transformation hassle-free. FusionIQ One powers a range of
easy-to-implement products including FIQ Freedom, FIQ Journey, FIQ
Market One, and FIQ TAMP+, making it easy for credit unions, banks,
broker-dealers, family offices, RIAs, and asset managers to scale,
delivering the digital experience clients and advisors want and the
seamless workflows and process automations they need for organic
growth. With white-label integrations complete in as little as six
weeks, it's easy to see why FusionIQ One's integrated
multi-custodian platform is quickly becoming the digital solution
of choice for advisors and institutions. To learn more, please
visit: https://fusioniq.io
Donald Cutler
Haven Tower Group
424 317 4864
dcutler@haventower.com
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SOURCE FusionIQ