London, Ontario’s interVal has announced a partnership with FusionIQ, aiming to transform wealthtech by providing financial advisors with innovative tools to boost business health and growth for their clients.
interVal’s software offers wealth management firms, financial institutions, and accounting firms automated insights for small and medium-sized businesses (SMBs) across North America.
This collaboration is rooted in a shared vision between interVal and FusionIQ to democratize wealth management and deliver exceptional value to financial advisors.
By combining their strengths, the partnership will enable financial advisors to scale their operations more efficiently, driving profitable growth in an increasingly digital landscape.
“We are thrilled to partner with FusionIQ, the leading cloud-native wealth management platform with advanced modules tailored for advisors and investors,” shared Trevor Greenway, CEO and co-founder of interVal.
“With the significant wealth transfer and changing M&A environment in North America, where $15 trillion in sales from 2 million boomer-owned businesses is expected, interVal is uniquely positioned to help advisors and business owners navigate these changes. Together with FusionIQ, we are ready to make a substantial impact.”
A major focus of the partnership is demonstrating how wealth management firms can easily grow assets under management (AUM) using the proven technologies developed by interVal and FusionIQ. interVal’s software provides accurate valuations of non-liquid assets, allowing advisors to deliver superior service and secure valuable referrals from satisfied clients.
Meanwhile, FusionIQ’s all-in-one cloud-native platform, FusionIQ One, provides a seamless and personalized user experience that connects investors, advisors, and firms within a single digital workflow. This streamlined approach is crucial for retaining and attracting clients and top talent within firms.
Leave a Reply