FusionIQ, a cloud-based wealth management solutions provider, recently announced an integration with Interactive Brokers, a Canada-based automated global electronic broker (Nasdaq: IBKR). Through this strategic partnership, FusionIQ becomes a third-party portfolio management software provider linked to Interactive Brokers Canada.
“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.”
This integration will initially unlock a range of benefits for portfolio managers, including access to the Hybrid Digital Advice platform in FIQ Journey, which connects the front, middle, and back offices in a single digital workflow, offering process automation to enhance practice efficiencies and drive scalable growth for portfolio managers.
Benefits of FIQ Journey’s Hybrid Digital Advice platform for portfolio managers include:
- White-labeled investor websites;
- Digital-first client experiences, including a mobile app tailored to meet investor preferences;
- Multilingual structure to create growth opportunities within Canada’s diverse ethnic communities; and
- Access to a mass affluent solution designed to engage the next generation of investors.
Hybrid Digital Advice is one of four modules on the cloud-native FusionIQ One platform. It delivers features and functionality in an all-in-one solution and provides a frictionless digital workflow across its core modules.
“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.”
