BMO is building a state-of-the-art, digital first experience for our Wealth Management clients and employees. As part of this multi-year project, BMO entered a long-term partnership with FNZ, the global wealth management platform, to replace many of the digital systems that underpin Private Wealth and InvestorLine. This all-new platform will enable Investment Advisors to help clients take advantage of all that BMO has to offer. We began the initial work in November 2022 and are excited to move towards the build phase with a deeper understanding of how the leading-edge technology can meet the needs of our stakeholders.

The platform, the first of its kind in Canada, will be a game-changer for BMO’s Wealth business and will enable us to deliver a more personalized client experience. As part of the process, several of our Operations and Technology teams supporting BMO Private Wealth, and operational teams supporting BMO InvestorLine, will begin to transition to FNZ during 2026* to become part of the FNZ team of experts developing and managing the new platform. These teams will be uniquely positioned on the front lines of the first true digital transformation of a Canadian wealth management firm.

FNZ is focused on further expanding its platform across Canada and the U.S., and is establishing teams with local expertise to implement and run platforms for its clients. We are excited to be part of this transformational project, leading dynamic change in the industry.

*Initially forecast for 2025, revised to 2026

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