FusionIQ

5 results about this entity

Period: 20 Jan 2021 - 13 Aug 2024

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/wealth

FusionIQ and interVal form WealthTech partnership

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced a mutual referral agreement with interVal, a leading provider of software that empowers wealth management firms, financial institutions, and accounting firms with automated insights for small and medium-sized businesses (SMBs) across North America.

/wealth

Kinecta FCU selects FusionIQ for wealth tech rebuild

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial institutions, has announced a partnership with Kinecta Federal Credit Union.

/wealth

Valley Bank to implement FusionIQ Digital Advice module

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced its strategic partnership with Valley Bank based in New Jersey, with more than 200 branches across six states.

/wealth

Wealth management tech firm FusionIQ expands into Canada

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced its expansion into the Canadian market.

/wealth

FusionIQ builds robo platform for Ultimus

FusionIQ, a leading investment research and technology provider, today announced an alliance with Ultimus Fund Solutions® to deliver an industry-leading digital advisory and self-directed user experience for nearly 200 investment management firms on Ultimus’ investment platform.

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