A Whole New Bid to Send Our Financial Sector Deeper into the Digital Realm

There might be a lot that human beings can do well, but at the same time, there is little we do better than growing on a consistent basis. This progressive approach, on our part, has already fetched the world some huge milestones, with technology appearing as a major member of the stated group. The reason why technology enjoys such an esteemed stature among people is, by and large, predicated upon its skill-set, which ushered us towards a reality that nobody could have ever imagined otherwise. Nevertheless, if we look up close for a second, it will become clear how the whole runner was also very much inspired from the way we applied those skills across a real world environment. The latter component was, in fact, what gave the creation a spectrum-wide presence, and consequentially, kickstarted a tech revolution. Of course, this revolution then went on to scale up the human experience through some outright unique avenues, but even after achieving such a monumental feat, technology will somehow continue to produce the right goods. The same has grown increasingly evident over the recent past, and assuming one new fintech-themed development shakes out just like we envision, it will only make that trend bigger and better moving forward.

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, has officially confirmed its integration with Blueleaf to conceive for financial advisors and institutions a seamless digital transformation and enhanced user experience (UX). According to certain reports, the integration will help FusionIQ deliver the means to ensure a simple yet efficient brand of customization, scheduling, and reporting across a white-label environment, thus marking an important addition to its already well-acclaimed platform. In case you aren’t aware, the FusionIQ platform has been servicing credit unions, banks, RIAs, and Independent Broker Dealers by facilitating their bid to construct an all-in-one solution within as little as six weeks. Not just that, the company’s capabilities also ensure that clients are able to complete onboarding in no more than five minutes. This is notably achieved using four easy to implement modules i.e. Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP. Complimenting the same is FusionIQ’s pay as you grow approach, an approach which empowers users to unlock that next phase in their expansion.

“We are excited to partner with Blueleaf to further bolster FusionIQ’s commitment to wealth management firms poised to become digital wealth leaders, ” said Mark Healy, Chief Executive Officer of FusionIQ. “By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage (multi-custodian approach), and innovative reporting capabilities that enables streamlined connection management for held-away accounts. Working together, Fusion IQ and Blueleaf will guarantee a secure environment for end-clients, where they may safely share their account information.”

Moving on to what makes Blueleaf an ideal partner, the answer talks to the company’s proprietary automated reporting and communication tools. You see, founded in 2010, Blueleaf has risen up on the back of its automated technology setup which scales up an organization’s reporting structure like never before. Beyond automated reporting, though, the company also has on the offer tools needed for quick client updates and reports, performance reporting, account aggregation, billing and invoicing, portfolio monitoring, and more.

“We are thrilled to partner with FusionIQ to enhance the digital wealth management capabilities of firms everywhere,” said John Prendergast, CEO of Blueleaf. “Our innovative aggregation-as-a-service system aligns perfectly with FusionIQ’s vision of making 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.”