FusionIQ, a provider of cloud-based wealth management solutions for financial advisors and institutions, today announced its integration with automated global online broker Interactive Brokers in Canada.
This is a major milestone in FusionIQ’s commitment to providing advisors with easy access to digital transformation with cutting-edge technology and seamless workflows.
Through this integration, FusionIQ is now a third-party portfolio management software provider affiliated with Interactive Brokers Canada.
“We are pleased to partner with Interactive Brokers Canada to bring our cloud-native wealth management solutions to Canadian financial advisors and firms,” said Mark Healy, CEO of FusionIQ. “FusionIQ’s integration with Interactive Brokers Canada represents a significant opportunity for financial advisors to leverage advanced technology and strengthen their competitive edge in the industry. This integration marks a significant step forward in our mission to provide Canadian advisors with the white-collar wealth management platform they need to thrive in today’s digital landscape.”
The integration of Interactive Brokers Canada will initially unlock a number of benefits for portfolio managers, including access to the Hybrid Digital Advice platform on FIQ Journey. This platform seamlessly connects front, middle and back offices into a single digital workflow, offering process automation to improve practice efficiency and drive scalable growth for portfolio managers.
Key benefits of FIQ Journey’s Hybrid Digital Advice platform for portfolio managers include:
- White label investor sites to build brand recognition and credibility in the market
- Digital-first client experiences, including a mobile app tailored to meet evolving investor preferences
- Multilingual structure to create growth opportunities for Canada’s diverse ethnic communities
- Access to a mass affluent solution to fuel company growth and attract the next generation of investors.
Hybrid Digital Advice is one of four modules of the cloud-native FusionIQ One platform that offers the most comprehensive capabilities and deepest functionality in an all-in-one solution, delivering 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 a comprehensive 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 marketplace.”