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Financial Advisory  + Wealth Management  |  May 6, 2024
FusionIQ Unveils Platform for Breakaway Advisors
Joe Palmisano
By: Joe Palmisano

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.

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About Joe Palmisano

Joe Palmisano is editorial director of Connect Money, where he oversees daily coverage of alternative assets, direct investments, financial advisory and the economy. He brings three decades of experience as a financial journalist, analyst and portfolio manager. Before joining Connect Money, Palmisano wrote for The Wall Street Journal, covering foreign exchange, global fixed-income and equity markets. He later served as a senior research analyst and portfolio manager, producing market analysis and managing foreign exchange and U.S. equity portfolios for FX Concepts. His work has also appeared in SFO Magazine and CMT Association publications. Palmisano earned a bachelor’s degree in finance from The American University and holds the Chartered Market Technician (CMT) designation and is a member of the CFA Institute.
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