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NEWS BRIEF 3 Industry

FusionIQ Blueleaf integration to Drive Digital Transformation and Enhance UX

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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...

The Future of TAMPs in 2023 and Beyond

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As the wealth management industry continues to evolve, some of its high-profile stalwarts – Turnkey Asset Management Platforms (TAMPs) – are facing challenges on...

Publisher Notes For 9/8/21

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Greetings, Fintech Friends! We hope you had a wonderful Labor Day weekend! As summer draws to a close, we look back at the season's top VC deals, biggest news in the advisor tech and digital wealth sectors, plus more. Read up!
Press Release 1

FusionIQ Adds Alternative Investments to Digital Workstation

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FusionIQ, a leading investment research and technology provider, today announced the addition of more than 30 alternative investment products to its workstation through an integration with Galaxy Plus. Alongside equities and fixed income products, FusionIQ customers can now analyze and invest in a variety of alternative investment strategies.

These Reese’s Cups Fintechs Are Bringing Decentralized and Traditional Finance Together

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Fintech has a metaphorical chocolate and peanut butter. The chocolate would be decentralized finance, fintech applications that put the power of banking, lending and investing directly into the user’s hands, with less reliance on financial intermediaries, or no reliance on them at all.

FusionIQ Launches Digital First TAMP

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Woburn, Massachusetts-based FusionIQ, a SaaS provider supporting wealth management professionals across banks, credit unions, RIAs, and broker-dealers announced it launched a new Turnkey Asset...
NEWS BRIEF 3 Industry

FusionIQ Brings Aboard Wealth and Banking Leader John Kimbro as CTO

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The Woburn, Massachusetts-based FusionIQ, a digital investment platform that gives financial advisors the ability to “deliver a personalized, end-to-end investment experience,” appointed John Kimbro...