FusionIQ, an investment research and technology provider, has unlocked access to over one million fixed income investment products for its clients through YieldX’s InPaas API. The InPaaS API is a portfolio construction tool that optimises fixed income ETFs and closed-end funds for a desired income or yield target with the lowest risk and expense ratio.
Financial services firms leveraging FusionIQ’s digital workstation can now offer investors the ability to quickly search and analyse fixed income assets, including municipal bonds, corporate bonds, ETFs, and closed-end funds, as well as create an optimised portfolio to reach a target yield or specific goals. By pairing a traditional advisor-driven experience with the convenience of a digital investment platform, FusionIQ’s solutions enable investors to manage their portfolios through a self-directed or digital advisor experience.
“RIAs, banks, credit unions, etc, they’re all faced with rising adoption levels of retail investment platforms. Our digital workstation delivers a modern investment platform at a fraction of the cost of legacy technologies,” says Mark Healy, CEO of FusionIQ. “YieldX is revolutionising how investors are able to access fixed income solutions. We’re really excited to align our efforts and deliver a user-friendly experience that meets the needs of today’s investors.”
FusionIQ’s intelligent investment solutions, coupled with an intuitive dashboard, enables easy online and mobile investing for equities, fixed income and alternative investments. For investors, FusionIQ’s account opening process is digital, frictionless and integrated with existing systems, offering a low-cost solution with a clear view of their financial profile on a user-friendly interface. And for advisors, the automated asset allocation, rebalancing and tax harvesting tools equip them with an automated and paperless back-office solution to manage accounts efficiently.
FusionIQ clients will have the ability to design and manage a range of differentiated solutions for fixed income investing, including enhanced cash management, personalized retirement income, and thematic fixed income exposures through the YieldX Income Portfolios as a Service (InPaaS) API. With a few clicks, YieldX’s technology empowers advisors to increase yield, reduce risk and add personalization to portfolios of corporate or municipal bonds or fixed income ETFs, CEFs and Mutual Funds.
“Historically, fixed income capabilities have only been accessible to large institutions supported by large teams of analysts and traders,” says Adam Green, CEO of YieldX. “We want to ensure these types of assets and analytics tools are easily accessible to a broader range of investors. By opening up access to FusionIQ customers, we’re able to deliver our application-based solutions to everyone from smaller breakaways to the largest enterprises, broker-dealers and RIAs in the country.”