To deliver value to advisors and end investors, you manage a lot of complexity. You need integrated functionality to personalize, innovate, monitor, and reduce costs.
Know Your Customer
Financial Planning
Performance & Rebalancing
Accounting & Reporting
Trade Execution
Custody & Clearing
Investment Admin
Business Processing
Infrastructure
Regulatory Compliance
We hide this complexity from our customers, reducing friction and cost by integrating technology, business process operations, and custody – all delivered in an end-to-end wealth management platform that is regulated by region, and connected to a universe of investment products.
Personalize and accelerate differentiation of the brand experience
Scale and operationalize tasks that can be automated
Connect to a universe of investment products to empower investors
In conversation with Bloomberg, Adrian Durham explains how FNZ uses “extreme automation” to help our customers focus on what matters most.
Listen to the full interview to hear more about how FNZ delivers frictionless wealth management through our end-to-end platform.
The FNZ platform integrates a universe of investment products from the biggest names in the industry. We also have a model marketplace where you can create and host your own proprietary models, or access third-party managed accounts.
Shares
Options
Futures
Mutual Funds
ETFs
Fixed Income
Alternatives
Model Marketplace
We are automation experts, applying many tools, including artificial intelligence, to automate tasks. This allows our customers to focus more resources on differentiating their brand and value propositions.
We are regulated by region, with a compliance monitoring program and consulting capabilities.
Our tried-and-tested process of shifting from your current system to our solution has worked for some of the biggest transitions in the industry.
Our platform has embedded functionality that enables you to combine digital and physical interactions for personalization, resulting in end-investor onboarding in minutes.
Our integrated advanced sustainable finance functionality is embedded into our platform, using comprehensive and sophisticated ESG data.
FNZ Connect provides a 100% API enabled, open platform experience. This empowers customers to compose personalized digital experiences across the full wealth continuum - delivering innovation with speed and simplicity.
Our platform has embedded functionality that enables you to combine digital and physical interactions for personalization, resulting in end-investor onboarding in minutes.
Success Story
Aviva worked with FNZ to develop and integrate a customer-centric experience in an accelerated nine-month deployment. The company then worked with FNZ on and advised platform and an award-winning sustainable investing integration.
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.