FusionIQ Selects FinMason as Investment Data Provider for Enhanced Platform Functionality

FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, today announced its partnership with FinMason, a leading investment analytics provider based in Boston. The latest collaboration aims to strengthen FusionIQ’s platform, FusionIQ One, and the platform’s automated proposal generator and portfolio screening capabilities.

“We are excited to join forces with FinMason as our investment data provider for FusionIQ One,” said Mark Healy, Chief Executive Officer of FusionIQ. “The decision to select FinMason was driven by their alignment with FusionIQ One’s commitment to empower advisors and firms as digital wealth leaders. FinMason’s cloud-based API offers exceptional flexibility, enabling an outstanding interactive user experience for advisors and clients through a single pane of glass. This partnership will significantly enhance the functionality of FusionIQ One, providing advisors with powerful tools to serve their clients more effectively.”

Key factors for FusionIQ that culminated in this partnership includes FinMason’s highly scalable investment data. With access to over 1,100 different analytic data points, FusionIQ One users can benefit from a broad range of analytics for portfolio screening. This comprehensive suite of investment data allows advisors to make informed decisions and provide tailored investment strategies to their clients, who can work with their advisor or independently with four easy-to-activate, pay-as-you-grow modules on FusionIQ One — Digital Advice, Self-Directed Investing, finTAMP, and Digital Model Marketplace.

In addition to the core platform modules, FusionIQ One has an API Integration Suite to help integrate additional tools that clients may require. FinMason’s advanced API capabilities and extensive range of analytics complement FusionIQ One’s mission of delivering seamless user experiences and enabling digital wealth leadership. As part of this partnership, FusionIQ users can leverage FinMason’s simplified access to market data and complex investment analytics. FinMason’s data redistribution service grants FusionIQ access to data feeds, including third-party ESG data, from partnered third-party providers.

“FinMason believes that institutional-grade investment analytics should be made part of every software tool,” said David Remstein, Chief Executive Officer of FinMason. “We are thrilled to partner with FusionIQ and contribute to their vision of futureproofing advisors and firms. Our scalable API, broad range of analytics, and speed-of-light response times will help elevate FusionIQ One’s capabilities and provide advisors with the tools they need to deliver exceptional investment strategies to their clients.”