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FusionIQ partners with Blueleaf to boost digital transformation

By Delisha Fernandes

July 18, 2023

  • Blueleaf
  • Digital Solution
  • Digital Transformation
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FusionIQFusionIQ, a cloud-based wealth management solution, announced a strategic integration with Blueleaf.

The partnership between FusionIQ and Blueleaf aims to help financial advisors and institutions with comprehensive tools for seamless digital transformation and enhanced user experience (UX).

“We are excited to partner with Blueleaf to bolster further FusionIQ’s commitment to wealth management firms poised to become digital wealth leaders, ” said Mark Healy, Chief Executive Officer of FusionIQ. “By leveraging Blueleaf’s automated reporting and communications platform, FusionIQ clients will benefit from a best-in-class, client-focused UX, expanded institution coverage and innovative reporting capabilities that enable streamlined connection management for held-away accounts.”

Blueleaf was selected as an integration partner for its automated reporting and communication platform. It serves as a multi-purpose tool for advisors when they report on the investments they manage and communicate with clients. The integration with Blueleaf will enable financial advisors to easily customise, schedule and deliver reporting in a white-label environment.

“We are thrilled to partner with FusionIQ to enhance the digital wealth management capabilities of firms everywhere,” said Blueleaf CEO John Prendergast. “Our innovative aggregation-as-a-service system aligns perfectly with FusionIQ’s vision of making it easy for financial advisors and institutions to deliver exceptional service and achieve sustainable growth. With this integration, we can help wealth managers to go further, faster, as they provide a seamless and comprehensive digital solution that meets the evolving needs of end-clients.”

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