IBKR - FusionIQ Announces Integration with Interactive Brokers Canada
PR Newswire
Innovations for financial advisors, including FusionIQ's FIQ Journey product, now available to industry leaders in Canada
WOBURN, Mass. , May 22, 2024 /PRNewswire/ -- 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 integration with automated global electronic broker Interactive Brokers (Nasdaq: IBKR), in Canada . This is a major milestone in FusionIQ's commitment to giving advisors an easy on-ramp to digital transformation with cutting-edge technology and seamless workflows.
Through this integration, FusionIQ is now a third-party portfolio management software provider linked with Interactive Brokers Canada, solidifying its position in North America as a premier choice for financial advisors seeking easy-to-implement solutions to enhance client experiences and streamline their operations to scale for profitable organic growth.
"We are delighted to work with Interactive Brokers Canada to bring our cloud-native wealth management solutions to Canadian financial advisors and firms," said Mark Healy , Chief Executive Officer of FusionIQ. "FusionIQ's integration with Interactive Brokers Canada represents a significant opportunity for financial advisors to leverage advanced technology and enhance their competitive edge in the industry. This integration marks a significant step forward in our mission to provide Canadian advisors with the white-labeled wealth management platform they need to thrive in today's digital landscape."
The Interactive Brokers Canada integration will initially unlock a range of benefits for portfolio managers, including access to the Hybrid Digital Advice platform in FIQ Journey. This platform seamlessly connects the front, middle, and back offices in a single digital workflow, offering process automations to enhance practice efficiencies and drive scalable growth for portfolio managers.
Chief benefits of FIQ Journey's Hybrid Digital Advice platform for portfolio managers include:
- White-labeled investor websites to build brand recognition and credibility in the market
- Digital-first client experiences including a mobile app that is tailored to meet evolving investor preferences
- Multilingual structure to create growth opportunities within Canada's diverse ethnic communities
- Access to a mass affluent solution to fuel firm growth and engage the next generation of investors.
Hybrid Digital Advice is one of four modules on the cloud-native FusionIQ One platform that delivers the most comprehensive features and deepest functionality in an all-in-one solution, providing a frictionless digital workflow across its core modules and powering a suite of easy-to-implement products including FIQ Journey.
"FusionIQ Canada's integration with Interactive Brokers Canada means we will be able to provide portfolio managers with an end-to-end practice management solution leveraging Hybrid Digital Advice," said Howard Atkinson , Head of Business Development at FusionIQ Canada. "This integration underscores our commitment to providing advisors with the modern tools and resources they need to succeed in a competitive market."
About FusionIQ
FusionIQ makes it easy for financial advisors and institutions to be digital wealth leaders. The cloud-native all-in-one FusionIQ One platform has four modules – Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP – making digital transformation hassle-free. FusionIQ One powers a range of easy-to-implement products including FIQ Freedom , FIQ Journey , FIQ Market One , and FIQ TAMP+ , making it easy for credit unions, banks, broker-dealers, family offices, RIAs, and asset managers to scale, delivering the digital experience clients and advisors want and the seamless workflows and process automations they need for organic growth. With white-label integrations complete in as little as six weeks, it's easy to see why FusionIQ One's integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions. To learn more, please visit: https://fusioniq.io
Donald Cutler
Haven Tower Group
424 317 4864
dcutler@haventower.com
SOURCE FusionIQ
Company Name: | Interactive Brokers Group Inc. |
Stock Symbol: | IBKR |
Market: | NYSE |
Website: | interactivebrokers.com |
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