Our open-platform environment enables customers to dynamically compose hyper-personalized digital experiences across the entire wealth continuum - at tremendous scale. Our digital-native technology helps advisors and asset managers extend their platform with third-party apps and APIs to create differentiated end-investor experiences.

FNZ deploys extreme automation on behalf of our customers, enabling scale in back and middle office and investment operations activities. With repeatable tasks all automated, our customers can focus resources on bringing their unique investor and advisor proposition to life.

We are trusted and true partners in our customers' growth. Our customers own the platform experience, ensuring their value proposition and branding shine. It's as if we don't exist. We like to say when our customers win, we win. And our fee model is based on AUA, so we are linked to our customers' success over the long term and costs become more predictable.

We are regulated in most of the regions where we operate, with new entities added as we expand, so customers are assured they work within a compliant system. Our monitoring program develops annual plans that can include upcoming or in-progress regulatory changes by region, approved by local executive and relevant board committees.

We have removed friction from the fragmented wealth management value chain, connecting asset managers with financial advice systems. This integrates manufacturing with distribution, using technology to help construct and deliver personalized portfolios.

Our platform integrates modern technology, business and investment operations, and infrastructure all in one seamless experience. This enables our customers to personalize and accelerate differentiation of their brand, while we scale and operationalize tasks that can be automated.