Creating a leading IFA platform in the UK
What we do

Creating a leading IFA platform in the UK

£0 to £60 billion in 15 years.

FNZ technology and back office investment operations have helped Abrdn accelerate from a standing start in 2005 to becoming one of the leading IFA platforms in the UK in 2021. That’s both by Assets Under Administration (£60+ billion), and by net quarterly capital flows.

Creating a leading IFA platform in the UK

Our long-term partnership now supports over 3,400 adviser firms

The outsourced service has continuously and seamlessly scaled to support Abrdn and a growing number of independent advice firms through what has also been a period of rapid and unprecedented regulatory change.

The number of adviser firms supported has grown from 0 to more than 3,400, while the number of retail customers serviced has gone from 0 to over 400,000.

FNZ supports all aspects of the retail client and IFA lifecycle. This includes client on boarding, portfolio management and IFA business and practise management. The digital offering maximises adviser efficiency and improves their engagement with their clients.

Our long-term relationship with Abrdn continues with an ongoing roadmap of innovations and enhancements for a constantly evolving platform proposition.

The results

  • Group 400,000 retail customers
  • Care15 years of evolution and growth
  • AssetOver £60bn in AuA
Creating a leading IFA platform in the UK