FusionIQ Acknowledged as Finalist in Two Classes of the Wealth Administration 2023 ‘Wealthies’ Business Awards

FusionIQ Acknowledged as Finalist in Two Classes of the Wealth Administration 2023 ‘Wealthies’ Business Awards

WOBURN, Mass., June 7, 2023 /PRNewswire/ — FusionIQ, a pacesetter within the supply of cloud-based wealth administration options with their all-in-one digital platform for monetary advisors and establishments – in the present day introduced it was the one agency to be chosen as a finalist in two classes within the TAMP (Turnkey Asset Administration Program) class, receiving recognition for each their progressive digital TAMP and their Digital Mannequin Market.

FusionIQ’s finTAMP delivers the primary true digital TAMP, integrating their all-in-one, multi-custodian advisor platform with end-to-end digital funding administration know-how. A totally digital TAMP gives RIAs and impartial dealer sellers with a simple on-ramp to better effectivity, productiveness, and decrease prices than conventional TAMPs, with white label platforms carried out in as little as six weeks. finTAMP delivers the trendy expertise shoppers and advisors need with a broad vary of important advisor instruments and the pliability corporations have to profitably scale and develop.

The Digital Mannequin Market makes it simple for advisors and shoppers to create customized portfolio options at scale. Advisors can select fashions created by main strategists, construct their very own, or use a mixture of each. The Digital Mannequin Market places advisors in command of profitable funding methods at a decrease price. It additionally gives advisors and corporations with a digital channel to distribute their very own customized fashions.

“We’re honored to obtain this prestigious recognition from WealthManagement.com,” mentioned FusionIQ Chief Government Officer Mark Healy. “At FusionIQ, we’re creating a brand new map that makes digital transformation simple for monetary advisors and establishments. Being a Wealthies finalist validates our simple to implement method to digital and speaks to the worth we’re bringing our shoppers. We additionally lengthen our congratulations to the opposite finalists and sit up for celebrating with them on the awards ceremony in September.”

Now in its ninth yr, the WealthManagement.com Business Awards is the one awards program of its type to honor excellent achievements by corporations, organizations and people that assist monetary advisor success. A panel of judges made up of prime names within the {industry}, led by  WealthManagement.com director of editorial technique and operations David Armstrong, selected the finalists and can decide the winners, which annually acknowledges the corporations and people who’re bringing new improvements to market that make an actual distinction to the day by day actions of economic advisors.

Winners might be introduced at a gala and awards ceremony in  New York Metropolis Sept. 7.

“The Business Awards are a beacon, illuminating the trailblazers and innovators who’re shaping the way forward for the monetary companies {industry},” mentioned David Armstrong, director of editorial technique and operations. “They function a number one indicator of future exercise, and as a barometer for the dynamic ecosystem of corporations and organizations that empower, assist and allow advisor  success who’re driving the {industry} ahead.”

About WealthManagement.com

WealthManagement.com, an Informa enterprise, gives the whole lot wealth professionals have to know to remain educated in regards to the {industry}, construct stronger relationships, enhance their  apply, and develop their enterprise. WealthManagement.com affords monetary companies  organizations a broad array of selling companies designed to assist them affect the {industry}’s  main viewers of wealth administration professionals.

About FusionIQ

FusionIQ makes it simple for monetary advisors and establishments to be digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has 4 simple to implement modules – Digital Recommendation, Self-Directed, Digital Mannequin Market, and finTAMP – making digital transformation trouble free. FusionIQ One’s easy, pay as you develop method, makes it simple for credit score unions, banks, RIAs, impartial dealer sellers and asset managers to scale, delivering the digital expertise shoppers and advisors need and the workflows and course of automations they should develop. With white label integrations full in as little as six weeks, it is simple to see why FusionIQ’s built-in multi-custodian platform is shortly turning into the digital answer of selection for advisors and establishments. To study extra, please go to: https://fusioniq.io

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FusionIQ Acknowledged as Finalist in Two Classes of the Wealth Administration 2023 ‘Wealthies’ Business Awards


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