FINTAMP Trademark

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 Because FusionIQ integrated TAMP and tech from the start, they're able to offer the modern, future-forward capabilities advisors need to provide today's clients with the digital experiences they demand, including: Friction-Free Digital Account Opening FusionIQ automated paperless back office solution FusionIQ Dual Journey Platform FusionIQ Digital Supermarket