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FusionIQ signs ten-year agreement with Enterra Solutions to power the next era of regulated wealth management. Published at October 20th 2026, 8:15 AM EDT via Business Wire i This article is third-party content and does not represent the views of this site. We make no guarantees regarding its accuracy or completeness. Enterra's Autonomous Decision Science(R) 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 Enterra Solutions Enterra Solutions, LLC develops and operates the Enterra Autonomous Decision Science(R) Platform, which combines symbolic reasoning, machine learning, and intelligent agents in a single decision-science environment for regulated industries. Clients in financial services, government, and enterprise operations use the ADS Platform to automate decisions that demand both compliance discipline and analytical depth. Enterra is headquartered in Princeton, NJ and has offices in Cambridge, MA. Learn more at enterrasolutions.com. 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. Forward-Looking Statements This press release contains forward-looking statements, including statements about FusionIQ's expected growth in accounts and assets under administration, its planned and contemplated strategic transactions, the expected expansion of its platform capabilities, and the intended benefits, scope and results of the agreement between FusionIQ and Enterra Solutions. Words such as "expects," "projects," "intends," "plans," "anticipates," "believes," "will," "goal" and similar expressions identify forward-looking statements. These statements are based on the current expectations and assumptions of FusionIQ and Enterra Solutions. They are not guarantees of future performance, and actual results may differ materially. Factors that could cause such differences include, among others: the timing, terms and completion of contemplated strategic transactions; the ability to integrate acquired businesses and technologies; client adoption and retention; market conditions and asset values; competition; the successful development, integration and deployment of AI technologies; and changes in laws, regulations or regulatory guidance affecting financial services or artificial intelligence. Pro forma figures assume the completion of transactions that have not yet occurred and may not occur on the expected terms, or at all. Readers should not place undue reliance on forward-looking statements, which speak only as of the date of this release. Neither FusionIQ nor Enterra Solutions undertakes any obligation to update or revise any forward-looking statement, except as required by law. This press release is for informational purposes only and does not constitute an offer to sell, or a solicitation of an offer to buy, any securities. Media contacts. Enterra Solutions Report this content If you believe this article contains misleading, harmful, or spam content, please let us know.

Roxanne Armbruster joins Worcester Polytechnic Institute as vice president of Talent and chief human resources officer. Strategic human resources leader to advance data-informed talent strategy supporting WPI's continued growth in research, academic excellence, and institutional impact Remote audio URL 00:00 | 06:02 Media Contact Colleen Wamback Director, Public Relations +1 (508) 8315000 x6775 April 23, 2026 Worcester Polytechnic Institute (WPI) today announced that Roxanne Armbruster, an accomplished human resources and organizational leadership executive with more than 25 years of cross-sector experience, will join the university as vice president of talent and chief human resources officer. Armbruster will report directly to President Grace Wang and serve as a member of the president's Cabinet. Armbruster brings deep expertise across higher education, technology, and global professional services, with a demonstrated ability to align talent strategy with institutional priorities and drive organizational growth. Her leadership is defined by building scalable, data-informed human resources functions that enable institutions to attract, develop, and retain high-performing teams - capabilities that will support WPI's continued momentum as a research-driven, innovation-focused university. In this role, Armbruster will lead a team of 19 and will oversee all human resources functions, including talent acquisition, total rewards, leadership development, organizational effectiveness, HR systems and analytics, and inclusive people practices, with a focus on advancing a forward-looking talent strategy that supports WPI's academic and research enterprise. "WPI's most critical resource is our people: our talented faculty and our professional staff who are dedicated to education, research, operation, campus life, and the future of WPI," said Wang. "Roxanne is a leader who brings an exceptional combination of higher education experience, analytical rigor, energy, and commitment to supporting people and community. I am thrilled to have Roxanne join us and lead the critical work of our remarkable Talent and Inclusion team." Prior to joining WPI, Armbruster served as chief of people and organizational effectiveness at Enterra Solutions, a growth-stage artificial intelligence and data analytics firm. There, she led enterprise-wide human resources and worked closely with executive leadership and the board to align talent strategy, governance, and operations with long-term business objectives, building the infrastructure needed to support rapid organizational growth. She previously served as chief human resources officer and assistant dean at Harvard Law School, where she was a key member of the senior leadership team. She led a comprehensive HR operation supporting more than 600 staff, 800 student workers, and 120 faculty within a complex shared-governance environment. During her tenure at Harvard, she advanced enterprise workforce planning, strengthened compensation and pay equity practices, and modernized HR service delivery - efforts that enhanced organizational effectiveness and positioned the institution for long-term success. Throughout her career, Armbruster has focused on building HR organizations that are strategic partners to leadership - leveraging data, strengthening operations, and aligning HR practices with institutional goals. Earlier in her career, she held senior leadership roles at Ropes & Gray LLP and the TJX Companies, and she began her career on active duty in the U.S. Coast Guard. A longtime member of the Worcester community, Armbruster brings both professional expertise and personal commitment to WPI's mission and regional impact. She has lived in Central Massachusetts for more than two decades and has closely followed the university's growth and contributions to the region. "WPI's mission, culture, and future aspirations strongly align with my own values and leadership approach," said Armbruster. "I am excited to join the university at an important moment and partner with faculty, staff, and leadership to advance a forward-looking, people-centered talent strategy that supports WPI's continued growth and impact." Armbruster holds a master's degree in corporate and organizational communication from Northeastern University and a bachelor's degree in leadership. She has also completed advanced professional training in executive coaching, organizational consulting, assessment, and continuous improvement. Armbruster was appointed following a national search and will begin serving in her role May 18, 2026. She succeeds Lauren Turner, who is retiring from WPI after a lengthy and accomplished career in higher education human resources.