FusionIQ and interVal Forge Strategic Partnership to Enhance Wealthtech Solutions
Date – 13-Aug-2024
The collaboration expands the technology ecosystem for financial advisors, aiming to capitalize on the great wealth transfer and boost assets under management (AUM).
FusionIQ and interVal Announce Strategic Partnership to Advance Wealthtech Solutions
FusionIQ, a leader in cloud-based wealth management with its comprehensive digital platform for financial advisors and institutions, has announced a strategic mutual referral agreement with interVal, a prominent provider of software that delivers automated insights to wealth management firms, financial institutions, and accounting firms serving small and medium-sized businesses (SMBs) across North America. This partnership aims to revolutionize how financial advisors utilize wealthtech to drive client growth and business health.
The collaboration merges the strengths of FusionIQ and interVal, providing financial advisors with the tools to efficiently scale operations and achieve profitable organic growth. This synergy aligns with the evolving demands of advisors who are seeking to leverage digital transformation for enhanced performance and client engagement.
“Partnering with interVal allows FusionIQ to broaden its vision, empowering financial advisors with advanced platforms and tools to deliver exceptional client value,” said Mark Healy, CEO of FusionIQ. “Our alliance expands the technology ecosystem available to wealth management firms, making data more accessible and uncovering hidden growth opportunities. We are excited about the growth potential in North America.”
The FusionIQ-interVal partnership is founded on mutual goals, including:
- Providing user-friendly technology
- Offering a scalable “Pay as You Grow” model
- Democratizing access to wealth management tools
- Delivering tangible value for business owners and financial advisors
Trevor Greenway, CEO and Co-Founder of interVal, commented, “We are excited to join forces with FusionIQ, the leading cloud-native platform tailored for advisors and investors. With significant wealth transfer and M&A activity expected in North America, interVal’s capabilities will help advisors and business owners navigate these transitions. Together with FusionIQ, we are set to make a significant impact.”
A key objective of the partnership is to demonstrate how wealth management firms can grow assets under management (AUM) using the advanced technologies developed by FusionIQ and interVal. interVal’s tools provide accurate valuations of non-liquid assets, enabling advisors to offer enhanced services and generate referrals from satisfied clients. FusionIQ’s all-in-one digital platform offers a seamless and personalized user experience, integrating investors, advisors, and firms into a single digital workflow. This collaboration is set to enhance the efficiency, productivity, and growth opportunities for financial advisors, ultimately driving significant advancements in wealth management.
