A shared 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.
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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.
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By GlobalDataWith the use of interVal’s tools, advisers may accurately value non-liquid assets, improve customer satisfaction, and obtain referrals.
FusionIQ, the cloud-native all-in-one In order to effectively integrate investors, advisers, and companies in a single digital workflow and to retain and attract clients and firm personnel, one platform is meant to provide a smooth and customised user experience.
Moreover, both companies have partnered to give financial advisers access to modern technology that allows them to automate their processes, which opens up new possibilities for productivity, growth, and efficiency.
Mark Healy, chief executive officer at FusionIQ stated: “By joining forces with interVal, FusionIQ can present an expanding vision that is empowering financial advisers with the platform and tools they need to deliver exceptional value to their clients. Our collaboration grows the technology ecosystem available to wealth management firms and institutions, democratising data for everyone. interVal’s outstanding capacity to ingest and analyse financial data from SMBs in real-time uncovers hidden growth opportunities and insights. There is a huge opportunity for growth in North America.”
Trevor Greenway, CEO, and co-founder of interVal added: “We are thrilled to collaborate with FusionIQ, the leading cloud-native wealth management platform featuring advanced modules tailored to advisers and investors. With the wealth transfer and changing M&A environment in North America, where $15trn in sales from 2 million boomer-owned businesses is anticipated, interVal is uniquely positioned to help advisors and business owners navigate these shifts. Together with FusionIQ, we are poised to make a substantial impact.”
