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Financial planning solutions

We help our customers provide integrated financial planning solutions that power hybrid or full advice. Our platform data flows seamlessly through all aspects of the advice ecosystem for efficiency and consistency.

This provides advisors and end-investors with personalized planning options in an omni-channel experience.

SF1 Solutions Advice Ecosystem Transparent OPT.

Financial planning

Addressing the advice gap

There is a well-documented gap between number of financial advisors vs end-investor needs. Technology must help the industry scale, yet most financial planning systems remain unintegrated, preventing advisors from serving more end-investors efficiently.

End-investor expectations are also increasing, resulting in higher demand for more personalization.

We integrate systems with seamless data flows, enabling personalized financial advice delivery for more advisors and end-investors.

Comprehensive data flowing through integrated systems

A happier digital experience Virgin Money SQUARE Crop

Success Story

Virgin’s happier digital experience

Virgin partnered with FNZ to create a digital investment platform and mobile app that provide an enhanced digital experience to make investing easier, faster and more convenient.

The rise of the Xers SQUARE


The rise of the Xers: how can advisors prepare?

The financial services sector needs to focus more attention on the GenX “awkward middle child.” Investors in this generation are in peak earning years and are poised to inherit the majority of wealth that will transform households in the coming decades.

Get in touch with one of our experts