FusionIQ, the leader in digital wealth management, has announced a strategic partnership with The Greens to provide a market-leading digital wealth platform experience in conjunction with The Greens' custody and broker-dealer offerings, Green Pier. This collaboration is another step in FusionIQ's efforts to build a true end-to-end digital wealth platform for modern investors, unlocking the new era of digital custody to deliver the flexibility clients need as they look to provide a differentiated wealth journey to serve the broad demands of today's investor base.
"We continue to seek out the latest technology and partners who share our mission to democratize wealth building with best-in-class tools, and our partnership with The Greens is another milestone for our platform," said Eric Noll, CEO of FusionIQ. "Their commitment to building the digital custodian of the future will unlock new ways for our clients to engage."
The Greens is a cloud-native brokerage platform, incubated at the Fidelity Center for Applied Technology® (FCAT®), using modular APIs to facilitate real-time money movement, clearing, settlement, trading, and account management. By integrating these capabilities, FusionIQ will provide financial institutions and their customers with greater flexibility to adapt to market demand.
"Together, The Greens and FusionIQ offer complementary digital brokerage services and provide a turnkey solution for financial institutions seeking to embed streamlined investor experiences within their current customer journey," said Jorge Nario, Head of FCAT. "Through its innovative design, organizations can bring new products and functionality to market faster."
FusionIQ's turnkey technology empowers financial institutions to simplify the wealth management and investing experience with a configurable private-label platform built in as little as six weeks. The collaboration with The Greens will further enable seamless experiences for employees and investors alike.
With some of the largest credit unions and banks already using FusionIQ's platform, a prominent credit union with nearly $10 billion in assets will be the first to gain access to the newest features resulting from The Greens' partnership, with a pilot for their 1,000+ employees. The institution will roll out their new digital wealth management journey to its clients in October and aims to provide the digital demographic and younger customers with a wealth management experience.
This partnership accelerates FusionIQ's vision of an end-to-end digital wealth ecosystem, combining innovative custody with user-centric platforms to drive growth and accessibility for modern investors.
To learn more about FusionIQ, visit fusioniq.io.
FusionIQ delivers self-directed and digital advice experiences embedded directly within financial apps and websites. Financial institutions of every size—from banks and credit unions to RIAs and insurance companies—rely on FusionIQ's comprehensive digital investing solutions to rapidly deploy or enhance their wealth management offerings and scale their business. Explore FusionIQ's platform at fusioniq.io.
Incubated at the Fidelity Center for Applied Technology®, The Greens is an end-to-end brokerage platform that offers a secure, cloud-native foundation for financial services organizations to grow their business through modular, API-driven functionality. The Greens is designed to remove standard barriers to innovation in capital markets, while offering a customizable environment for fintechs, digital advisors, and more to create and deliver the specific products and services they need to keep pace in today's market. Discover The Greens.
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