Report

2021 Impact Innovation Award in Digital Wealth Management: IQvestment

IQvestment is the 2021 recipient of the Impact Innovation Award in Digital Wealth Management for digital investment management.
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Boston, July 15, 2021 IQvestment LLC is a diversified and innovative fintech company and a U.S. Securities and Exchange Commission (SEC)-registered digital advisor using cutting-edge technology to provide retail investors sophisticated investment services and multiple investment products in an easy-to-use advisor or subadvisor interface. Its platform provides a direct-to-consumer, white-label, or completely customized solution for the wealth management marketplace. IQvestment provides financial services firms with unique enterprise-grade functionality that combines business, technology, and compliance logic in every deployment. Some of the largest brands in its target markets and around the globe are looking to IQvestment to be their trusted, innovative, and engaging digital wealth workstation and digital wealth turnkey asset management program solution.

Aite Group’s Impact Innovation Awards are designed to recognize and celebrate innovation achieved by financial institutions leveraging technology to surpass the status quo. Award recipients are leading the industry by identifying and implementing new products, capabilities, or levels of automation and effectiveness that are bringing our industry one step closer to next-generation banking.

Clients of Aite Group’s Wealth Management service can download this eight-page Impact Brief. To learn more about the topic covered in this Impact Brief, please contact us at [email protected].

This report mentions IQvestment, FusionIQ, and Apex Clearing.

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