InterVal and FusionIQ begin their collaboration to promote wealthtech.
Ashared referral agreement has been established between interVal, a supplier of software that gives wealth management firms, financial institutions, and accounting firms across North America automated insights for small and medium-sized businesses (SMBs), and FusionIQ, a cloud-based wealth management solutions company with its all-in-one digital platform for financial advisers and institutions.
It is anticipated that the partnership will provide a great deal of synergy, revolutionising the way financial advisers use wealthtech to give their clients options for growth and business health.
The collaboration, which arose from a common goal of expanding wealth and providing outstanding value, will make use of the skills of FusionIQ and interVal to help financial advisers build their businesses profitably through organic growth.
This creative approach speaks to the changing requirements of advisers looking to capitalise on the potential of digital transformation.
FusionIQ and interVal’s partnership is based on a common dedication to:
- Delivering easy-to-use technology;
- Providing a “Pay as You Grow” model;
- Democratising access to wealth management tools, and
- Delivering value for business owners and financial advisers alike
Demonstrating how simple it is for wealth management companies to increase AUM using the vetted wealth technologies that FusionIQ and interVal have created for financial advisers is one of the partnership’s main goals.
