FusionIQ and Interactive Brokers Canada: A Tech-Fueled Alliance for Canadian Advisors

Story Highlights

• FusionIQ and Interactive Brokers Canada join forces to empower Canadian financial advisors with a tech-driven toolkit.
• This alliance streamlines operations personalizes client experience and caters to a diverse clientele.
• The scalable platform empowers advisors to grow their businesses and attract new generations of investors.

Forget the traditional advisor model. In a tech-driven twist, FusionIQ, a cloud-based wealth management platform, and Interactive Brokers Canada, a heavyweight online brokerage, have joined forces. This strategic alliance empowers Canadian advisors with a next-generation toolkit, aiming to propel them into the future of financial services.

Streamlined Operations, Supercharged Service

Imagine an advisor’s workday transformed. FusionIQ Journey, the platform’s core, automates tedious back-office tasks, freeing advisors to focus on what truly matters: their clients. This newfound efficiency translates to more time for in-depth consultations, strategic planning, and building stronger client relationships.

The Client Takes Center Stage

Client experience takes center stage with white-labeled investor websites. These customizable portals reinforce the advisor’s brand while fostering trust with clients. Seamless digital access to account information and investment tools empowers clients to stay informed and engaged.

A Diverse Client Base Awaits

Canada’s rich cultural tapestry is catered to by the platform’s multilingual capabilities. Advisors can now effectively bridge the language gap and connect with a wider range of clients, fostering financial inclusion and growth.

Scaling New Heights

Growth-minded advisors, rejoice! The platform is designed to be scalable, and perfectly suited for advisors serving the mass affluent market. By attracting new generations of investors and expanding their reach, advisors can propel their businesses to new heights.

This partnership isn’t just about technology; it’s about a shared vision for the future of financial services in Canada. As Howard Atkinson, Head of Business Development at FusionIQ Canada, aptly stated, “FusionIQ Canada’s integration with Interactive Brokers Canada means we will be able to provide portfolio managers with an end-to-end practice management solution leveraging Hybrid Digital Advice.” With both companies expressing optimism about this alliance, the future looks bright for Canadian advisors and their clients.