20 August 2025 | Wednesday | News
Picture Courtesy | Public Domain
Templum, the infrastructure powering the future of private markets, and FusionIQ, the leader in digital wealth management, are announcing their partnership to bring highly sought-after investment opportunities natively to the FusionIQ platform. Broadening investor access and choice with private market and alternative securities is a rising requirement as most investors are challenging the time-trusted stocks and bonds investment, leaving low interest rates, volatile performance, and rapidly changing markets in their wake.
"We are excited about giving users of FusionIQ access to private market and alternative investment opportunities, meeting their needs for a network layer with alternatives investing," said Chris Pallotta, Chief Executive Officer of Templum. "FusionIQ is a game changer for wealth managers due to its award-winning technology and integration with the largest and most trusted custodians. The opportunity in the space is more than significant – a recent market survey found the majority of portfolio companies will make essential automation software investments to facilitate broader, streamlined alternatives investing within the next 12 months. Templum is the private markets software designed to meet this demand."
Specifically, the partnership is centered around a tailored configuration of Templum One for FusionIQ, including an automated technology platform for investment workflows, regulatory infrastructure, and supermarket of exclusive private market investments. FusionIQ users will gain seamless access to Templum's technology, to make investing in private markets as easy as public markets.
"FusionIQ's fully-automated, branded platform makes it easy for clients to become independent, digital wealth leaders," said Eric Noll, CEO at FusionIQ. "The Templum platform elevates our investment offerings with private market assets integrated by a modern UI and technology framework. It's going to save RIAs significant time and costs, so they can focus on serving today's clients and/or tomorrow's opportunities."
Templum One's technology framework was built specifically to automate the private markets investment lifecycle workflows in an end-to-end system. Deployment model options include white label, API, or hybrid. The regulatory platform can be configured to include broker-dealer operational services and support and includes a full compliance toolkit. Templum One offers access to a supermarket of the most popular and trending investment opportunities powered by Templum, giving partners the ability to transact in private securities.
Fintech Business Asia, a business of FinTech Business Review
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