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FIQ Freedom Aims to Help Financial Advisers Achieve Independence Goals

FIQ Freedom is the latest addition to FusionIQ’s product suite on the FusionIQ One platform. FIQ Freedom empowers financial advisers that are considering going independent by ensuring a comprehensive platform tailored to advisers’ entrepreneurial needs.

“We’re excited to introduce FIQ Freedom, a pioneering solution that redefines the journey to independence for financial advisers,” said Mark Healy, chief executive officer of FusionIQ. “With FIQ Freedom, advisers can break away from conventional [registered investment adviser] models and embrace a new era of autonomy, efficiency, and client-centricity as digital wealth leaders.”

Based in Massachusetts, FusionIQ delivers cloud-based wealth management solutions with an all-in-one digital platform for financial advisers and institutions.

FIQ Freedom streamlines the transition-to-independence process, offering a turnkey white-label wealth management platform that delivers a modern adviser and client experience in as little as six weeks. The platform features sophisticated rep as portfolio manager tools; a seamless workflow connecting the front, middle, and back offices; and process automations designed to scale advisers for success.

“FIQ Freedom represents a significant leap forward in empowering advisers to build their practices on their terms,” said John Guthery, chief investment officer at FusionIQ.

Key features of FIQ Freedom include streamlined digital compliance, fast and flexible client onboarding, customizable risk tolerance, and the ability to have adviser models sit next to third-party strategies. With streamlined digital compliance, advisers have tools that automate tracking of anti-money-laundering, incorporate know-your-customer processes, and focus on collecting and verifying customer information through a customer identification program, reducing manual effort and paperwork in a compliant-friendly middle office.

FIQ Freedom’s fast, flexible 100% digital client onboarding process offers client-driven, rep-assisted, or adviser-led onboarding options. The customized risk tolerance questionnaire that is available with the solution tailors risk tolerance questionnaires and scoring to accommodate the preferences of each adviser. Data security compliance is a top priority, and a digital workstation puts professionals in control of their practice with a dashboard that delivers a consolidated view of their entire book of business.

“Our mission at FusionIQ is to make it easy for financial advisers and institutions to lead the digital wealth revolution,” Healy concluded. “With FIQ Freedom, we’re providing advisers with the advanced portfolio management tools, dedicated operational and technical support, and flexibility they need to thrive in today’s fast-changing landscape.”

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