- Kinecta Federal Credit Union forms a partnership with FusionIQ for investment services.
- Adopting FusionIQ One platform to enter the digital investing services space.
- FusionIQ One platform includes modules like digital advice, self-directed, digital model marketplace, and finTAMP.
- FusionIQ One was recognized as “highly commended” at FinTech Futures’ 2023 Banking Tech Awards.
- Donna McNeely, president of Kinecta Wealth Management, highlights the alignment with a “digitally driven demographic.”
- FusionIQ CEO, Mark Healy, emphasizes addressing the growing demands of banking institutions and credit unions.
- Kinecta, with assets of $6.7 billion, becomes the latest to choose FusionIQ for wealth management, following other partnerships in 2023.
