FusionIQ and Novum Investment Management Partner to Democratize Listed Options Trading for Everyday Investors

Partnership is Latest Step in FusionIQ's Mission to Deliver End-to-End Digital Wealth Management Offering

WOBURN, Mass., Aug. 26, 2025 /PRNewswire/ -- FusionIQ, the leader in digital wealth management, today announced a strategic partnership with Novum Investment Management to integrate Doris, Novum's proprietary derivatives solution, into the FusionIQ platform. This partnership is the latest step in FusionIQ's mission to democratize all elements of digital wealth, unlocking the ability for investors to safely and securely participate wherever there are liquid options, whether stocks, indices, or crypto.

The integration of Doris into the FusionIQ platform will give financial institutions and advisors the tools to expand their offerings and meet the evolving needs of their clients. By providing simplified access to derivatives without requiring technical knowledge, FusionIQ is breaking down barriers that have traditionally held back everyday investors from engaging in this market.

"We started Novum with the mission to bring derivatives to the masses—historically the domain of institutional investors only," said Jason Wood, Head of Client Solutions for Novum Investment Management. "Doris approaches derivatives in a completely new, user-friendly way, allowing anyone to invest with built-in protection based on their maximum loss threshold and investment timeline."

The number of options trades has grown significantly—Cboe saw a record 3.7 million S&P 500 index options traded daily in Q2 2025, and zero-day options now comprise over 61% of S&P 500 volume, with retail investors accounting for 50-60% of that activity. Individual investors have embraced listed options trading, but the tools and functions that they use are often not user friendly and do not allow the investor to achieve the ends they are pursuing. With the unique solution the team at Novum has built, individuals who have wanted to invest but have otherwise been intimidated will now have a seamless and secure entry point into the options market to grow their wealth and reach their financial goals.

"By partnering with Novum to bring Doris to the FusionIQ platform, we are continuing to democratize wealth building with best-in-class tools across asset classes," said Eric Noll, FusionIQ CEO. "This partnership not only benefits our existing clients by allowing them to offer options trading, but also positions FusionIQ to support new clients who see the value in a comprehensive platform that includes this important asset class."

To learn more about FusionIQ, visit fusioniq.io. To learn more about Doris and Novum Investment Management, visit novum-im.com.

ABOUT FUSIONIQ

FusionIQ delivers self-directed and digital advice experiences embedded directly within financial apps and websites. Financial institutions of every size—from banks and credit unions to RIAs and insurance companies—rely on FusionIQ's comprehensive digital investing solutions to rapidly deploy or enhance their wealth management offerings and scale their business. Explore FusionIQ's platform at fusioniq.io.

ABOUT NOVUM INVESTMENT MANAGEMENT

Doris was developed by the team at Novum to open up the derivative markets to the masses. Investors have always been scared of losing money and Doris helps address this fear by using a simple visual experience to allow people to set their own safety net. They can set the maximum they can afford to lose and can see what return is possible. With a simple click of a button Doris then submits an order to the market for that outcome. There is no magic here. Doris simply opens the door to the options market for non-experts. Learn more at novum-im.com.

SOURCE FusionIQ