Templum, FusionIQ Partner to Expand Private Markets Access for RIAs
Templum and FusionIQ have announced a new partnership that will give FusionIQ users streamlined access to private market investments through a tailored deployment of Templum One. The integration includes an automated platform for investment workflows, built-in regulatory infrastructure, and a curated “supermarket” of exclusive alternative offerings.
“The Templum platform elevates our investment offerings with private market assets integrated by a modern UI and technology framework,” said Eric Noll, CEO of FusionIQ. “It’s going to save RIAs significant time and costs, so they can focus on serving today’s clients and tomorrow’s opportunities.”
Templum emphasized that the system was purpose-built to automate the private markets lifecycle, with flexible deployment models and a configurable compliance toolkit. The partnership builds on Templum’s recent collaboration with SoFi, which leveraged Templum One to expand access to shares of AI firm Anthropic.
FusionIQ works with banks, credit unions, RIAs, and insurance companies to embed self-directed and digital advice solutions directly into financial platforms.