FusionIQ Unveils Platform for Breakaway Advisors
FusionIQ, a cloud-based wealth management solutions digital platform provider, announced the release of FIQ Freedom, the most recent addition to its suite on the FusionIQ One platform.
FIQ Freedom is intended to help advisors make smoother transitions from wirehouses to the independent model.
“We’re excited to introduce FIQ Freedom, a pioneering solution that redefines the journey to independence for financial advisors,” said Mark Healy, CEO of FusionIQ. “With FIQ Freedom, advisors can break away from conventional RIA models and embrace a new era of autonomy, efficiency and client-centricity as digital wealth leaders.”
FIQ Freedom was built to provide a streamlined, turnkey white-label wealth management platform with a modern advisor and client experience. Implementation can be completed in six weeks.
FIQ Freedom has several features, including digital compliance that automates Anti-Money Laundering (AML) tracking, Know Your Customer (KYC) processes, and a Customer Identification Program that collects and verifies client information.
In addition to FIQ Freedom, FusionIQ offers its users FIQ Journey, FIQ Market One, and FIQ TAMP+, all intended to make it easy for credit unions, banks, broker-dealers, family offices, RIAs, and asset managers to scale and deliver the digital experience clients seek, along with automated workflows.
