We combine sophisticated quantitative analytics, data, and technology with a unified infrastructure. This provides customers with an end-to-end digital asset management platform, delivering unprecedented connectivity throughout the investment management value chain.
The platform and suite of solutions enable large scale personalization of investment management products and supports global distribution throughout the FNZ ecosystem. Our team tailors solutions to customers’ unique needs, allowing them to stand out in a competitive market.
Asset management
Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors.
Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with you to realign the value chain and create exceptional experiences.
A fully integrated end-to-end suite of solutions supporting the entire wealth management lifecycle.
Streamline operations and drive efficiency across a diverse product set
The data and analytics platform designed to empower Asset Managers and DFMs with actionable intelligence
Fully digitized workspace for Advisors and Central Functions to support the Investment Management process at scale.
Centralized tools for creating, monitoring, and rebalancing tailored client portfolios, with automated compliance and real-time analytics.
An agile, configurable and fully localized solution for different markets, which enables the automation and digitization of customer registration, complying with regulatory requirements and improving the user experience.
The latest innovations to make the journey faster, smarter, and more engaging.
Interact proactively and personally with clients, offer personalized advice and increase efficiency.
Our comprehensive services include fund execution and custody, trailer fee management, and specialized support for alternative asset classes such as hedge funds, private equity, and limited partnerships, all designed to deliver increased efficiency and scalability.
We have automated advanced quantitative capabilities to help asset managers construct, manage, and distribute scalable, personalized investment solutions. Our advanced analytics unlock unique insights to help you deliver high-performing investment solutions.
Our integration delivers unparalleled visibility into the details of end-investor portfolios. This helps asset managers make informed decisions as they build investment offerings. This enhances collaboration between all key players, who can review options and trade-offs in real time.
We provide integrated solutions so asset managers can deliver bespoke investment products and portfolios. This level of customization helps meet unique end-investor requirements and deliver differentiated outcomes.
Insights
Forward-looking study shows how investment providers are embracing new innovative technologies and AI as investor demographics and expectations shift worldwide.
Insights
FNZ collaborated with BCG to uncover insights for wealth and asset managers who are looking for ways to accelerate digital transformations, bringing more of what advisors and end-investors want to the table – all in the most cost-efficient way.
