Copper Financial and FusionIQ Form Strategic Partnership to Democratize Wealth Management

Copper Financial and FusionIQ Form Strategic Partnership to Democratize Wealth Management

New integration empowers CommunityAmerica’s 280,000+ credit union members with obtain to FusionIQ’s digital investing system through a solitary on the net banking portal

LENEXA, Kan., Nov. 4, 2021 /PRNewswire/ — Copper Economic, the credit rating union service business (CUSO) furnishing financial and operational options for CommunityAmerica Credit Union and other credit union companions, announces right now that it has entered into a partnership with FusionIQ, an innovative fintech business presenting a digital expenditure platform.

This integration carefully follows Copper Financial’s announcement previously this year that they have partnered with Apex Fintech Solutions LLC (Apex) to present a additional robust and extensive investing expertise for advisors and credit rating union customers.

By leveraging FusionIQ’s unified system in conjunction with Apex’s premier electronic clearing and custody capabilities, Copper Economic will empower its credit union companions with the skill to give electronic account opening and streamlined investing choices to all members, accessible correct from their online banking portal.

“Our credit rating union partners are observing a considerable increase in the quantity of outgoing ACH transactions to fintech organizations as the pandemic has brought on members to count on digital choices,” spelled out Justin Steitz, Copper Financial’s Chief Working Officer. “It is more significant than at any time for credit score unions to prioritize member retention by offering entry to digital investing.”

In FusionIQ, Copper Money saw a reflection of its personal mission to provide the underserved and democratize investing for everyone, as properly as a legitimate revolutionary in the wealth management place.

“No a single else is executing what FusionIQ is performing,” mentioned Steitz. “The twin route they’ve developed makes it possible for traders to embark on an advisor guided or self-directed investment decision journey, which empowers CommunityAmerica and our credit history union associates to compete with both equally robo advisors and cellular buying and selling applications. We see it as the up coming move in offering investors the equipment and the autonomy they want to manage their own economic life, but with the selection for expert assistance.”

Credit union members will be able to access custom made, professionally managed designs furthermore countless numbers of FusionIQ’s expenditure choices including stocks, ETFs and mutual funds, as well as Copper Financial’s ESG approaches.

Coupled with presently-built-in Apex capabilities, the freshly shaped partnership will supply a completely electronic, finish-to-conclusion approach for onboarding, account opening, funding and investing by means of solitary signal-on from a credit union’s online banking portal to FusionIQ’s system.

When the integration is finalized, FusionIQ’s revolutionary, barrier-cost-free approach to investing will come to be offered to CommunityAmerica’s 280,000+ associates.

“We are thrilled about the possibility to perform with Copper Economical,” claimed Mark Healy, FusionIQ’s Chief Government Officer. “This partnership represents a powerful new channel for FusionIQ to continue our mission of providing all investors with the friction-totally free digital engineering they need to have to obtain the markets and accumulate prosperity. Copper Financial’s financial investment in credit score unions and their users aligns perfectly with our very own determination to making the solutions advisors and investors want to prosper.”

The Copper Economical and FusionIQ integration will enter beta in December, with the comprehensive rollout scheduled for Q1 of 2022. To find out extra, sign up now for “FusionIQ & Copper Monetary Companion to Democratize Wealth Management for Credit Union Customers,” hosted by Copper Economical and FusionIQ on Nov 18th, 2021 at 2:00 p.m. EST.

About Copper Monetary
Copper Economic (“CuFi”) is an SEC registered financial commitment advisor, FINRA registered Broker-Dealer and state registered insurance company supplying a breadth of financial investment and money setting up expert services to credit union associates throughout the place. As a wholly-owned subsidiary of CommunityAmerica Credit score Union, we understand the relevance of conference your members’ unique demands wherever they are in their economic journey. Our fully digital experience and most effective-in-class technological innovation system permits members obtain to their accounts from any where at any time, and guarantees the advisor and member have a lot more time to aim on what matters – the path to financial peace of mind. Also, we are the only credit rating union-owned Broker-Seller that gives specific desires scheduling for families, even further assisting credit score unions in their mission of serving all their members’ needs. To discover a lot more about CuFi, check out cu.economical.

About FusionIQ
FusionIQ is a preeminent software–as-a-service (SaaS) firm, that delivers an ecommerce workstation to empower financial institutions, credit unions, RIAs, broker dealers, and wealth managers of all measurements with almost everything they will need to make a revolutionary digital prosperity investing working experience for their stop retail clients. Via possibly a white label instance with a headless API infrastructure or a absolutely custom made option, FusionIQ presents money providers firms with exclusive organization-grade operation that combines company, technological innovation, and compliance logic in every single deployment. Some of the premier worldwide money services manufacturers lover with FusionIQ as their reliable, progressive, and participating electronic wealth system solution. For additional info, be sure to pay a visit to

Media Contacts:

Amanda Turk for CommunityAmerica
[email protected]

Kelly Waltrich for FusionIQ
[email protected]



Perspective initial material:

Source FusionIQ

Minnie Arwood

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