FusionIQ, a leader in the delivery of cloud-based wealth management solutions with their all-in-one digital platform for financial advisors and institutions, announced a strategic partnership with Avantis Investors, a $32 billion* investment offering from global asset manager American Century InvestmentsĀ®. The newest collaboration brings together two industry pioneers with a shared vision for delivering dynamic and adaptable investment strategies that prioritize client perspectives. Advisors now gain access to solutions, including Avantis Investors’ Exchange-Traded Funds (ETF), through the FusionIQ Digital Model Marketplace.
“This is an exciting time for financial advisors who seek a broader range of investment strategies while enhancing end-client outcomes,” saidĀ Mark Healy, Chief Executive Officer of FusionIQ. “The partnership between Avantis Investors and FusionIQ represents a pivotal moment in our digital wealth journey. Avantis Investors’ expertise in launching highly successful Exchange-Traded Funds adds value to client portfolios. The collaboration between our two fast-moving firms will help advisors and their clients achieve investment goals through a relentless focus on diversification. We’re delighted to bring our visions together to democratize access for wealth managers everywhere.”
Avantis Investors has rapidly gained traction since its inception in 2019, amassing an impressiveĀ $27 billionĀ in assets under management in four years. Catering to both institutional investors and Registered Investment Advisors (RIAs) serving retail investors, Avantis Investors offers a wide range of investment strategies designed to provide tailored solutions. Crucial factors for FusionIQ that resulted in this partnership include Avantis’ systematic active management approach and a scalable focus on fundamentals. Avantis also is backed by American Century InvestmentsĀ®, aĀ $218 billion** asset manager with a leading reputation.
“The availability of Avantis Investors’ expertise on FusionIQ One, FusionIQ’s end-to-end digital wealth platform, is a game changer for wealth management inĀ the United StatesĀ andĀ Canada,” saidĀ Bret Young, Head of North American Institutional Sales, American Century Investments. “Together, we offer advisors a potent, cost-effective platform to elevate their businesses while enhancing investor outcomes. With investment strategies from Avantis Investors available through FusionIQ’s Digital Model Marketplace, advisors are poised to deliver personalized portfolios at scale ā a balance between choice and focus.”
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