John Phillips has been appointed as Senior Strategic Advisor by FusionIQ, a leader in the provision of cloud-native wealth management solutions with their all-in-one digital platform for financial advisors and institutions. Mr. Phillips brings a wealth of experience and knowledge to his new post from his nearly three decades in the financial services industry.
The FusionIQ team is excited to have John Phillips join them, according to CEO Mark Healy. John’s extensive industry experience, connections within the industry, and strategic insights will be very helpful as we develop our platform further and assist our clients in becoming digital wealth leaders. John and He are looking forward to collaborating together to provide our partners and clients with unmatched value.
Mr. Phillips was Head of Platform Sales and Executive Vice President of Fidelity Institutional, a Fidelity Investments company, before coming to FusionIQ. In this position, he was a key contributor to the expansion and tactical sales initiatives for Fidelity’s wealth management, clearing, and custody services. His vast experience also includes managing international expansion projects while holding the position of Chief Operating Officer at Gomez Advisors.
John Phillips said how happy he was to be joining the FusionIQ team. He has always valued the company’s inventiveness and its commitment to provide financial advisors and their clients state-of-the-art solutions. FusionIQ’s team is aware of the potential benefits of a digital platform that lowers barriers to entry and enhances adviser and client interaction. Being a part of a team and growth-oriented company that is changing the industry is an honor.
The FusionIQ One platform unifies the front, middle, and back offices with a streamlined digital workflow. It is a comprehensive, all-in-one digital wealth management solution. The platform’s functionality is increased through integrations with top wealthtech, broker-dealer, and custodian companies. FusionIQ One provides an unparalleled user experience by collaborating with leading companies and integrating extra capabilities via its API Integration Suite.
Mr. Phillips will concentrate on providing growth, efficiency, and transformation strategies consulting services to registered investment advisers (RIAs), family offices, and broker-dealers at FusionIQ. His job will be crucial in advancing FusionIQ’s initiatives to become the premier cloud-native wealth management platform, which includes growing the company’s Digital Marketplace, finTAMP, and Self-Directed Investing modules.
John Phillips has been appointed with immediate effect and will start his new position the following week.
Financial advisers and institutions can become digital wealth leaders with ease thanks to FusionIQ. Hybrid Digital Advice, Self-Directed Investing, Digital Marketplace, and finTAMP are the four simple-to-implement components of the user-friendly, all-in-one FusionIQ One platform that simplify digital transformation. Credit unions, banks, RIAs, independent broker dealers, and asset managers may easily scale with FusionIQ One’s straightforward pay as you grow model. It provides the digital experience that advisors and clients desire along with the workflows and process automations that support organic growth. It is understandable why FusionIQ One’s integrated multi-custodian platform is swiftly emerging as advisors’ and institutions’ go-to digital solution when white label integrations may be finished in as little as six weeks.
