Templum Partnership Broadens Access and Choice to FusionIQ's Wealth Manager Clients and Partners

Templum and FusionIQ Partner to Broaden Access

Are wealth management platforms prepared to meet the ask from investors for alternatives diversification? More specifically, how will their clients (RIAs and others) have enough time to service their existing clients let alone scale to meet the market demand? Considering the cost and duration for advancing an existing, specialized roadmap, many technology platforms are seeking out technology partnerships that can be deployed or embedded seamlessly into their own. 

For FusionIQ, the answer was a technology partnership with Templum.

According to the survey by Alternative’s Watch and Templum, demand for alternative investments is rising, but operational headaches, disconnected workflows, and poor infrastructure limit participation. Nearly 70% of survey respondents are planning to invest in alternatives in the next 18 months.

FusionIQ needed to support their clients who wanted to scale their practices, specifically RIAs and partners, so they began a full-scale search for both a regulatory and investment solution. They were looking for a partner, but one who had a deep understanding of the market and a technology lens who would help automate investment lifecycle workflows and more. FusionIQ approached us, and through our due diligence, found a fit with Templum One's turnkey solutions. They chose Templum One’s technology suite because it was purpose-built to modernize alternatives investing.  

FusionIQ will be deploying Templum’s end-to-end system. Their partners on the FusionIQ platform will benefit from Templum One’s sleek UI and automated technology workflows. The results are time savings that provide a space for RIAs and other partners to interact with existing and future clients.

FusionIQ's complete investment platform makes it easy for clients to become independent, digital wealth leaders. Coupled with the technology capabilities of the Templum platform, their customers can count on elevating their clients’ experiences. The partnership is reflective of the traction in the market for upgrading existing technology to meet the market’s demand. In this case, it’s for private markets.  

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