Americas Best TAMPS 2024 - 32

2024 AMERICA'S BEST TAMPS
FUSIONIQ ONE:
finTAMP
Mark Healy
Chief Executive
Officer
TM
FusionIQ * 12 Gill Street, Suite 5450, Woburn, MA 01801
fusioniq.io
FusionIQ's finTAMP delivers an easy on-ramp to greater efficiency, higher
productivity, and lower costs than conventional TAMPs.
finTAMP integrates the advisor practice, taking you from onboarding to
portfolio management and reporting on a single, permission-based platform.
Get the modern advisor and client experience, platform flexibility, and
scalability your firm needs for organic profitable growth.
* Streamlined Digital Compliance. AML, KYC, and CIP tracking.
* Fast Onboarding. In as little as five minutes on many trusted custodians.
* Impactful Client Proposals. Automated proposal generator produces
beautiful proposals that make it easy to display portfolios.
* Supports a Full Range of Account Types. Individual, joint, custodial
or IRA.
Conventional TAMPs no longer
meet the needs of the modern
advisory practice. To scale for
organic growth today, TAMPs
need to become fully digital,
providing a true end-to-end,
multi-custodial, and multiasset
wealth management
platform that integrates the
complete advisor practice,
from onboarding to portfolio
management and reporting.
Key reasons advisors are
attracted to finTAMP:
* Efficiency: seamlessly
incorporates all aspects of
the advisor practice into a
single platform.
* Flexibility: adapts to the
portfolio management
needs of the advisor, not
the other way around.
Instead of choosing from
three options, you create
the TAMP that meets your
firm's vision.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
SUPPORT
CONTRACT
PRODUCT
VALUE CHAIN
MARKETING
* Speed to market: finTAMP
is easy to implement,
with white label platforms
implemented in as little as
six weeks.
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
INNOVATION
BOARD MEETING
PRODUCTIVITY
GROWTH
IPO
ORGANISATIONSCALABILITY
* Digital Client Dashboard. Let your clients see their entire investment
picture in one place.
* Data Security Compliance. Our SOC 2 Certification provides peace-ofmind
security.
* Digital Advisor Workstation. Put your advisors in control of their practice
with a consolidated dashboard across multiple custodians.
* Automated Rebalancing. Easy portfolio rebalancing as the platform
automatically rebalances portfolios on a schedule you set.
* Flexible Model Portfolio Solutions. Select model portfolios from
third-party strategists in our Digital Model Marketplace, your own, or a
combination.
* Seamless Integration of Back-Office Services. From compliance to
reporting, order management and custody, your support functions are
integrated.
* Notifications & Alerts. Manage your practice with in-platform
notifications as well as email and SMS capabilities.
* Mobile App. Use the FusionIQ One mobile app, or integrate our solution
into yours.
47 ED I T A B L E L I N E I C O N S S E T
* White Labeled So Your Brand Stands Out. Get a white labeled platform
in as little as six weeks.
47 ED I T A B L E L I N E I C O N S S E T
STARTUP
47 ED I T A B L E L I N E I C O N S S E T
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
PROJECT
CONTRACT
STRATEGIC FEATURES
DISCOVER
ACHIEVEMENT
RESEARCH
CAPITAL
START UP
FINANCIAL ADVISOR
MANAGING
STRATEGY
TAX
QUALITYIDEA
ACCOUNT REBALANCING
ACCOUNT AGGREGATION
DECISION MAKING
INNOVATION
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
SOLUTION
MONEY SEARCH
REPORT
CALENDAR
CLIENT-FACING
REPORT ANALYSIS
* Cost effective: reduce costs
by up to 60%.
PRESENTATION
* Simple: finTAMP shrinks
the tech stack, reducing
technology costs and
maintenance by eliminating
many tools that are already
pre-integrated into the
platform.
BUSINESS
STRATEGY
STRATEGY
VISION
BUSINESSMAN
IDEA
ACHIEVEMENT
CAPITAL
FINANCIAL ADVISOR
MANAGING
TAX
INNOVATION
BOARD MEETING
PRODUCTIVITY
* Secure: finTAMPs
advanced cybersecurity
protocols (SOC 2
QUALITY
FINANCE
DIRECTION
DECISION MAKING
PLANNING
BANKRUPT
GLOBAL BUSINESS
WALLET
COLLABORATION
SUCCESS
Compliance) and dedicated
data security personnel
protect your data.
INVESTMENT
ORGANISATION
PROBLEM SOLVING
REPORT
WORKFLOW
47 ED I T A B L E L I N E I C O N S S E T
PROJECT
PERFORMANCE REVIEWS
CLIENT PORTAL
COMPLIANCE TOOLS
CUSTODIAN AGNOSTIC
ACHIEVEMENT
ADVERTISING
EXPLORE
TAKE OVER
GLOBAL BUSINESS
SELL SHARE
REVENUE
DEFENSE STRATEGY
CONTRACT
GROWTH
ORGANISATION
TESTING
FINANCIAL RISK
GROWTH
VISION
CONTROL
THINK OUTSIDE
THE BOX
BUSINESS PLAN
FINANCE
DEADLINE
FINANCIAL STRATEGY
DIRECTION
TIME IS MONEY
PROGRESS
DECISION MAKING
CROWD FUNDING
PLANNING
COMPETITION
BANKRUPT
PATENT
DECREASE
REPORT ANALYSIS
INNOVATION
DEVELOPMENT
BOARD MEETING
PRODUCTIVITY
GROWTH
ORGANISATION
PRESENTATION
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CALENDAR
INTEGRATED TRUST SERVICES
INVESTMENT
LAUNCH
ORGANISATION
ADVERTISING
GLOBAL BUSINESS
PARTNERSHIP
WALLET
PROJECT
COLLABORATION
SUCCESS
SUCCESS
INTEGRATION WITH
3RD-PARTY PLATFORMS
PRESENTATION
EARNINGS
PROBLEM SOLVING
ANALYSIS
REPORT
WORKFLOW
INVESTMENT POLICY
STATEMENTS
PLATFORM LAUNCH
UNICORN
IPHONE OR ANDROID APP
MODEL MARKETPLACE
PRIVATE LABELING
TIME IS MONEY
GUIDANCE
FINANCIAL STRATEGY
DECREASE
MONEY SEARCH
CUSTOMIZED PORTFOLIOS
CUSTOM REPORTING SUITE
CALENDAR
REPORT ANALYSIS
INVESTMENT
ORGANISATION
DIRECT INDEXING
ADVERTISING
TAKE OVER
PROBLEM SOLVING
REVENUE
DEFENSE STRATEGY
INSTITUTIONAL CLIENT SUPPORT
32
PRESENTATION
REPORT
WORKFLOW
RESEARCH & DUE DILIGENCE
RISK MANAGEMENT TOOLS
TAX-LOSS HARVESTING
UNIFIED OR SMART BILLING
TAKE OVER
REVENUE
DEFENSE STRATEGY
New business contact:
Peter Brittain, Head of
Business Development
Phone: (908) 418.3428
Email: pbrittain@fusioniq.io
CONTACT
KEY TAMP PERSONNEL
CLICK IMAGE TO LEARN MORE
Mark
Healy
CEO
John
Guthery
CIO
Peter
Brittain
Head of
Business
Development
Type of Program: Advisorconstructed
models, advisordirected
ETF, asset allocation,
asset class investing, CIO
programs, cloud based, DFA,
ETF, ETF wrap, managed
account solutions, model
manager, mutual fund wrap,
mutual portfolios, open
architecture, rep as portfolio
manager, SMA, strategist, style
specific mutual, TAMP, thirdparty
sub advisors, UMA, UMH,
wrap fee program
Total Assets in Program:
$7.8 billion
Year Program Began: 2021
Managers on Platform Vetted:
Yes
Managers GIPS®
Compliant: Yes
Types of Products Available:
Mutual fund and ETF models;
proprietary mutual funds; equity
SMAs; fixed-income SMAs;
ESG, tax-sensitive, target-risk
and goals-based strategies;
advisor-directed UMAs/
multistrategy accounts
Platform Tracks Client
Holdings: Yes
Program Compatible for: RIAs,
broker-dealers, banks, credit
unions, fintech companies, and
wealth managers and asset
managers
Optimized for Tax Trading
Efficiency: Yes
Sleeve-Level Reporting: Yes
Program Links to a
Trade Execution or Order
Management System: Yes
Proposal / IPS: Yes
Asset Allocation
Methodologies: Strategic,
Dynamic and Tactical for asset
class, sector, factor, alternatives
and other categories
https://fusioniq.io/request-a-demo/ https://fusioniq.io/ https://www.linkedin.com/in/john-guthery-cfa-ab860910/ https://www.linkedin.com/in/mark-healy-174395152/ https://www.linkedin.com/in/peter-brittain-95b29310a/
Americas Best TAMPS 2024

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