FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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NEWS BRIEF 3 Industry

FusionIQ, the Woburn, Massachusetts provider of cloud-based wealth management solutions and self-described “all-in-one digital platform” for financial advisors and institutions, launched a strategic integration with reporting, billing and client aggregation platform Blueleaf. The two Boston-area firms boast that this integration will “empower financial advisors and institutions with comprehensive tools for seamless digital transformation” and enhanced end user experience (UX) for both advisors and their clients, according to the company’s announcement.

“By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage, and innovative reporting capabilities that enables streamlined connection management for held-away accounts,” said Mark Healy, Chief Executive Officer of FusionIQ. “Working together, Fusion IQ and Blueleaf will guarantee a secure environment for end-clients, where they may safely share their account information.”

Recently FusionIQ announced the launch of the FusionIQ One platform, with the stated goal of making it easy for financial advisors and institutions to implement a digital wealth management platform with four easy-to-activate, pay-as-you-grow modules – Digital Advice, Self-Directed Investing, finTAMP, and Digital Model Marketplace.

The company explains that these tools will enable credit unions, banks, RIAs, and Independent Broker Dealers to implement a white-labeled, all-in-one platform in as little as six weeks, with onboarding of clients in five minutes on many of the most trusted custodians. The new integration with Blueleaf will allow financial advisors to customize, schedule and deliver reporting with ease in a white-label environment, they explained.

Blueleaf was selected as an integration partner for its automated reporting and communication platform that serves as a multi-purpose tool for advisors when they report on the investments they manage and communicate with clients. Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring are available on the Blueleaf platform.

“We are thrilled to partner with FusionIQ to enhance the digital wealth management capabilities of firms everywhere,” said Blueleaf CEO John Prendergast. “Our innovative aggregation-as-a-service system …[makes] 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.”