FusionIQ, a provider of cloud-based wealth management solutions, has integrated with Blueleaf, a platform offering reporting, billing, and client aggregation tools. This integration aims to provide comprehensive digital transformation tools and an enhanced user experience for financial advisors and institutions.
Facts
- FusionIQ has integrated with Blueleaf, a platform providing reporting, billing, and client aggregation tools for wealth management.
- The integration aims to offer financial advisors and institutions comprehensive tools for digital transformation and an improved user experience (UX).
- Blueleaf’s platform includes features such as client updates and reports, performance reporting, account aggregation, billing and invoicing, and portfolio monitoring services.
- FusionIQ’s CEO, Mark Healy, believes that the integration with Blueleaf will benefit clients with a client-focused UX and expanded institution coverage. It will also provide new reporting capabilities for held-away accounts.
- FusionIQ’s FusionIQ One platform, launched last month, offers four “pay-as-you-grow” modules for digital advice, self-directed investing, finTAMP, and digital model marketplace.
- The platform seeks to enable credit unions, banks, RIAs, and Independent Broker Dealers to implement a white-labeled platform quickly.
- With the integration, financial advisors can now customize, schedule, and deliver reporting in a white-label environment using Blueleaf’s tools.
