Serial Number
97526494
Owner
Fusion Analytics Software Development Partners LLCFiling Date
Jul 29, 2022
DIGITAMP Trademark
Serial Number: 97526494
Trademark Classes
Owner Contact Info
Suite 1700
New York, NY 10022
Entity Type: 16
Trademark Details
Filing Date
July 29, 2022
Registration Date
Not Registered
Goods & Services
FusionIQ is the first-of-its-kind digital investment platform empowering banks, credit unions, RIAs, broker dealers and wealth managers of all sizes with the ability to create a transformative, personalized investment experience for their retail clients at scale. Our mission is to empower RIAs, broker dealers, banks, credit unions, fintech companies, and wealth managers with a turnkey solution creating a revolutionary digital wealth investing experience. At a fraction of the cost, compared to traditional TAMPs, FusionIQ's Turnkey Investment Advice Platform provides an easy-to-navigate, innovative digital solution for today's advisors. It is designed to empower advisors to grow their businesses through an advanced and intuitive workflow. As the industry's first FinTAMP, FusionIQ marries the best of financial advisor technology with the capabilities of a modern, powerful TAMP: Flexibility and control Cost-effective operational outsourcing Streamlined workflows Access to a full spectrum of investment options A second-to-none client experience Friction-Free Digital Account Opening Automated paperless back office solution Access to a digital supermarket