Last Updated on July 19, 2023 by John Prendergast
FusionIQ chose Blueleaf for its automated reporting and communication platform, which serves as a versatile tool for advisors when they report on investments and financial planning. The Blueleaf platform features client updates and reports, performance reporting, account aggregation, billing and invoicing, and portfolio monitoring.
“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, wealth managers can go further and faster as they provide a seamless and comprehensive digital solution that meets the evolving needs of end-clients.”
Media coverage of this story:
- Wealth Solutions Report: FusionIQ Integrates With Blueleaf To Boost Reporting Capabilities
- Private Banker International: FusionIQ announces a partnership with Blueleaf
- Financial Planning: FusionIQ announces integration with Blueleaf
Also published on Medium.