FusionIQ signs ten-year agreement with Enterra Solutions to power the next era of regulated wealth management

• FusionIQ Signs Ten-Year Agreement with Enterra Solutions to Power the Next Era of Regulated Wealth Management
• Enterra's Autonomous Decision Science Platform will serve as the AI foundation for FusionIQ as it scales toward 1.2 million accounts and $240 billion in assets under administration.

Enterra Solutions, LLC and FusionIQ, Inc. today announced a ten-year agreement under which Enterra Solutions' Autonomous Decision Science Platform will power FusionIQ's wealth management platform, giving FusionIQ's bank, credit union, RIA and broker-dealer clients AI tools whose decisions can be explained, audited and documented for regulators. The long-term commitment comes as FusionIQ scales from approximately 400,000 accounts today towards 1.2 million accounts and $240 billion in assets under administration by the end of 2027.

The agreement is among the most significant AI platform commitments yet announced in wealth management, and it addresses the hardest constraint facing regulated financial institutions today: they cannot deploy AI they cannot explain.

Enterra is a foundational AI company with a deep lineage in AI and applied mathematics, working with some of the world's largest enterprises. Enterra built the Autonomous Decision Science ("ADS") Platform - a glass-box enterprise decision intelligence system. The critical decisions it produces can be decoded, audited, and explained to operators, compliance officers, and regulators. For a platform distributing wealth management technology to banks, credit unions, registered investment advisers, and broker-dealers, that transparency is not a feature - it is a necessary precondition for deploying AI.

FusionIQ's platform and technology currently support approximately 400,000 accounts through contracted white-label relationships with national, regional and community banks and credit unions, wealth management firms, registered investment advisers and other financial institutions. Following its acquisition of Marstone, FusionIQ has expanded its capabilities across self-directed investing, digital advice and advisor-assisted wealth management. Together with planned strategic transactions and continued platform expansion, FusionIQ expects to extend those capabilities into portfolio management, order management, tax optimization and unified managed accounts. Based on its existing business, completed Marstone acquisition and currently contemplated strategic transactions, FusionIQ projects that its platform will support approximately 1.2 million accounts and $240 billion in pro forma assets under administration by the end of 2027.

"Regulated institutions will not adopt AI they cannot explain to a regulator or to an investor using their services. Having spent years in the regulatory environment in many different capacities, I know that is a gate that every firm has to pass through. That requires far more than a subscription to a general-purpose model," said Eric Noll, CEO and Chairman of FusionIQ and former Chair of the FINRA Board of Governors. "Enterra gives us a dedicated environment built for the compliance, governance, and analytical demands of regulated wealth management. The scale and length of this ten-year commitment reflect our conviction that FusionIQ and Enterra will establish a new standard for how regulated financial institutions deploy AI across wealth management."

"FusionIQ is trusting Enterra with a business serving hundreds of thousands of accounts today, and more than a million by the end of 2027. That is exactly the commitment our ADS platform was engineered for," said Stephen F. DeAngelis, President and CEO of Enterra Solutions. "We will integrate deeply with FusionIQ's data and application architecture, and give its advisors, operators, and client-facing applications the ability to act on institutional intelligence at scale."

Together, FusionIQ and Enterra intend to create an intelligence and orchestration layer across the wealth management lifecycle-connecting client, account, portfolio, market and operational data to identify what requires attention, explain why it matters, and recommend the appropriate next action. The goal is to enable financial institutions to serve more clients, deepen existing relationships and operate more efficiently while maintaining the governance and human oversight required in regulated financial services.

About FusionIQ

FusionIQ makes it easy for financial advisors and institutions to become digital wealth leaders. Founded in 2008, FusionIQ's intuitive, all-in-one platform enables financial organizations to deliver configurable self-directed, digital advice, and advisor-assisted investing solutions under their own brand. FusionIQ provides enterprise-grade functionality combining business, technology, compliance, and client support in a fully digital ecosystem - helping companies improve client relationships, increase assets under management, and grow profitably. Learn more at www.fusioniq.io.