Tag : FusionIQ

Siebert Financial Expands Strategic Partnership with FusionIQ Through Additional Investment and Long-Term Transformation Agreement
Finance Investment Services News

Siebert Financial Expands Strategic Partnership with FusionIQ Through Additional Investment and Long-Term Transformation Agreement

GlobeNewswire
by GlobeNewswire0
Expanded relationship will focus on wealth management and advisory, broker-dealer and institutional distribution, and digital assets and financial infrastructure Siebert Financial Corp. (NASDAQ: SIEB) (“Siebert”), a diversified financial services company, today announced an additional investment in FusionIQ, a cloud-native wealth technology company, and the signing of a Strategic Partnership intended......
FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers
Banking Finance News

FusionIQ Acquires Marstone, Uniting Two Digital Wealth Management Pioneers

Business Wire
by Business Wire0
Strategic Combination Strengthens End-to-End WealthTech Platform Serving Financial Institutions Worldwide FusionIQ, the innovative digital wealth management platform empowering financial institutions and advisors, announced the completed acquisition of Marstone, Inc., one of the industry’s most celebrated and pioneering independent digital wealth technology providers. This combination brings together two complementary platforms to......
FusionIQ and Novum Investment Management Partner to Democratize Listed Options Trading for Everyday Investors
Finance Investments News

FusionIQ and Novum Investment Management Partner to Democratize Listed Options Trading for Everyday Investors

PR Newswire
by PR Newswire0
Partnership is Latest Step in FusionIQ’s Mission to Deliver End-to-End Digital Wealth Management Offering FusionIQ, the leader in digital wealth management, announced a strategic partnership with Novum Investment Management to integrate Doris, Novum’s proprietary derivatives solution, into the FusionIQ platform. This partnership is the latest step in FusionIQ’s mission to democratize......
FusionIQ Launches Industry's First Digital Wealth Management Solution for Wallet Companies
Cloud Digital Asset Management Finance Fintech News

FusionIQ Launches Industry’s First Digital Wealth Management Solution for Wallet Companies

PR Newswire
by PR Newswire0
New solution expands FusionIQ’s portfolio of easy-to-implement products, bridging the gap between payments and wealth management. FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of FIQ Wallet, the industry’s first digital wealth management platform designed specifically for digital wallet companies. This groundbreaking solution......
FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round
Cloud Finance Fintech News

FusionIQ Commences Next Stage of Growth Strategy with Appointment of Eric Noll as CEO and Successful Completion of New Fundraising Round

PR Newswire
by PR Newswire0
Seasoned financial services leader to accelerate market penetration with additional fresh capital as lead investors recapitalize FusionIQ, a leader in the delivery of cloud-based wealth management solutions, today announced the launch of the next stage of its growth strategy with the appointment of Eric Noll as Chief Executive Officer and the successful......
FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security
Compliance management News Security

FusionIQ Achieves SOC 2 Type II Compliance, Reinforcing Commitment to Data Security

PR Newswire
by PR Newswire0
Wealthtech Leader Delivers Peace of Mind Cybersecurity for Financial Advisors and Institutions FusionIQ, a leader in the delivery of cloud-based wealth management solutions proudly announces its achievement of SOC 2 Type II compliance, a significant milestone in the company’s ongoing commitment to data security and privacy. This certification demonstrates FusionIQ’s......
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
Cloud Finance Fintech News

FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions

PR Newswire
by PR Newswire0
The collaboration expands the technology ecosystem for financial advisors looking to capitalize on the great wealth transfer and grow AUM. 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......
FusionIQ Announces Integration with Interactive Brokers Canada
Fintech News

FusionIQ Announces Integration with Interactive Brokers Canada

PR Newswire
by PR Newswire0
Innovations for financial advisors, including FusionIQ’s FIQ Journey product, now available to industry leaders in 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, announced its integration with automated global electronic broker Interactive Brokers, in Canada. This is a major......
FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk
Investment Services News

FusionIQ Announces Enhanced Connectivity to Allow Advisors, Firms and Investors to Better Manage Emerging Forms of Risk

PR Newswire
by PR Newswire0
Firm Now Provides Users a Seamless View into Six of the Nation’s Largest Custodians, Up from Two at the Beginning of the Year FusionIQ – the first-of-its-kind digital investing platform empowering financial advisors to deliver a personalized, end-to-end investment experience to their clients at scale – announced that it has......
FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions' Clients
Business Fintech Investment Services News

FusionIQ Delivers Digital Investment Platform to Ultimus Fund Solutions’ Clients

Fintech News Desk
by Fintech News Desk0
FusionIQ, a leading investment research and technology provider, 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. Ultimus®, a leading independent provider of full-service fund administration, accounting and investor solutions, partnered with FusionIQ......
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