FusionIQ
Connor Rodriguez has worked in the financial services industry since 2014. Connor began their career at Apex Fintech Solutions as a Financial Analyst, then moved on to become a Relationship Manager, Client Service Representative, and Corporate Actions. In 2022, they joined FusionIQ and IQvestment LLC as a Senior Financial Analyst.
Connor Rodriguez attended Texas State University from 2008 to 2010, where they earned a Bachelor of Business Administration (B.B.A.) degree in Finance.
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FusionIQ
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FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. The intuitive, all-in-one FusionIQ One platform has four easy to implement modules – Digital Advice, Self-Directed, Digital Model Marketplace, and finTAMP – making digital transformation hassle free. FusionIQ One’s simple, pay as you grow approach, makes it easy for credit unions, banks, portfolio managers, and investment dealers to scale and win. Deliver the digital experience your clients and advisors want and get the workflows and process automations you need to grow. With white label integrations complete in as little as six weeks, it’s easy to see why FusionIQ’s integrated multi-custodian platform is quickly becoming the digital solution of choice for advisors and institutions.