Evolving Stockbroking to Advice & Wealth Management
What we do

Evolving Stockbroking to Advice & Wealth Management

FNZ first partnered with Barclays, one of the world’s leading financial services companies, to launch their direct to consumer (D2C) platform in 2017.

When they partnered with FNZ, Barclays already had one of the UK’s largest online stockbroking services. Their goal was to transform this into a fully digital and market leading wealth management proposition, accessible to all of Barclay’s online banking customer base.

Evolving Stockbroking to Advice & Wealth Management

Integrated advice and end to end service

Seamlessly integrated advice and wealth management

Working in close partnership, FNZ helped Barclays to deliver “Smart Investor”, a platform designed to make investing easy and accessible to all types of people, whether a complete novice or an experienced investor.

The platform is fully integrated with Barclay’s online banking system, available on both desktop and mobile, providing customers with seamless access to all of their Barclays banking and investment needs in one place.

Smart Investor enables access to an open architecture fund proposition with around 3,000 funds available from 150 managers, and a large range of Equities, Bonds, Gilts, Exchange Traded Funds (ETFs) and Investment Trusts.

Smart Investor also provides access to helpful research tools, content and resources to help investors make smarter investment decisions.

A full end to end digital service

FNZ initially completed a migration of around £15 billion of assets under administration on behalf of approximately 350,000 customers onto FNZ technology and now provides the full end to end broking service, including trade matching & CREST settlement as an outsourced service.

The partnership and offering continues to evolve as we help people to make smarter investment decisions and achieve their financial goals.

The results

  • Transaction3,000 funds available
  • Asset£30bln AuA migrated
  • Group 350,000 customers migrated
Evolving Stockbroking to Advice & Wealth Management