FusionIQ integrates with wealth management platform Blueleaf
FusionIQ, a provider of cloud-based wealth management solutions, has announced an integration with Blueleaf, a platform that offers reporting, billing and client aggregation tools.
FusionIQ integrates with Blueleaf
The integration seeks to provide financial advisors, institutions and others working within the wealth management sector with “comprehensive” tools for digital transformation and an enhanced user experience (UX).
Boston-headquartered Blueleaf provides an automated reporting and communication platform that serves as a multi-purpose tool for advisors when they report on investments and communicate with clients.
Client updates and reports, performance reporting, account aggregation, billing and invoicing as well as portfolio monitoring services are available on the Blueleaf platform.
Mark Healy, CEO of FusionIQ, says the integration with Blueleaf will benefit his company’s clients with “client-focused UX” and “expanded institution coverage” while providing new reporting capabilities to streamline connection management for held-away accounts.
According to FusionIQ, its goal is to make the implementation of a digital wealth management platform simpler for financial advisors and institutions.
One of the ways in which this is being achieved is through its FusionIQ One platform, which was launched last month.
The platform offers four “pay-as-you-grow” modules, including Digital Advice, Self-Directed Investing, finTAMP and Digital Model Marketplace, which seek to enable credit unions, banks, RIAs and Independent Broker Dealers to implement a white-labelled platform at speed.
Now, the integration with Blueleaf will enable financial advisors to customise, schedule and deliver reporting in a white-label environment.
