FusionIQ, a provider of cloud-based wealth management solutions, has announced an integration with the Blueleaf platform to drive enhanced advisor and client experience.
Blueleaf, through its platform, offers reporting, billing, and client aggregation tools to wealth managers, registered investment advisors (RIAs), and broker-dealers.
Through the Blueleaf integration, FusionIQ seeks to equip financial advisors and institutions with robust tools, facilitating smooth digital transformation and delivering an improved user experience (UX) for both advisors and their clients.
FusionIQ CEO Mark Healy said: “By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage (multi-custodian approach), and innovative reporting capabilities that enables streamlined connection management for held-away accounts.
“Working together, Fusion IQ and Blueleaf will guarantee a secure environment for end-clients, where they may safely share their account information.”
FusionIQ has built a platform called FusionIQ One platform which has four pay-as-you-grow modules, namely Digital Advice, Self-Directed Investing, finTAMP, and Digital Model Marketplace.
The modules help banks, credit unions, RIAs, and independent broker-dealers to implement a white-labeled, all-in-one platform in under six weeks. Clients can be onboarded in as little as five minutes through trusted custodians, claimed FusionIQ.
The wealth management solutions provider said that the integration with Blueleaf will enable financial advisors to customise, schedule and deliver reporting with ease in a white-label environment.
FusionIQ said that it selected Blueleaf as an integration partner to enhance its automated reporting and communication platform.
Blueleaf’s tool enables advisors to effectively report on their managed investments and communicate with clients. It offers a range of features, including client updates and reports, performance reporting, account aggregation, billing and invoicing, and portfolio monitoring.
Blueleaf CEO John Prendergast said: “Our innovative aggregation-as-a-service system aligns perfectly with FusionIQ’s vision of making it easy for financial advisors and institutions to deliver exceptional service and achieve sustainable growth.
“With this integration, we can help wealth managers to go further, faster, as they provide a seamless and comprehensive digital solution that meets the evolving needs of end-clients.”
