FusionIQ - News, Articles & Research

Company announcement/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.

13 August 2024

Company announcement/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.

08 January 2024

Company announcement/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.

08 November 2023

Company announcement/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.

13 September 2023

Company announcement/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.

20 January 2021