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Automation to help differentiate

FNZ helps customers focus on differentiating and personalizing their experience by automating tasks.

This helps free up precious resources to take effective control of the advisor and end-investor experience, which FNZ can also help streamline.


  • Portfolios

  • Charging structure

  • Investment products

  • Client reporting

  • Digital client experience

  • Digital distribution experience

  • Discretionary managed solutions

  • Front office tools, analytics

Spend fewer resources on automatable operational tasks


  • Tax, trust and regulatory compliance

  • Trading & settlement

  • Investment books and records

  • Reconciliations

  • Corporate actions

  • Payments

  • Income

  • Transfers

AI for automation

Artificial intelligence (AI) manifests in diverse forms, revolutionizing various facets of our global business.

Within operation, we leverage machine learning and natural language processing (NLP) to optimize automation. Our NLP-based algorithms improve communication efficiency and expedite response times, seamlessly bridging internal and external stakeholders. These cutting-edge technologies also facilitate data extraction from documents, seamlessly integrating it into platforms to streamline workflow.

AI also offers assistance in constructing optimized and personalized portfolios, meticulously aligned with unique requirements. By harnessing our advanced algorithms, we are capable of navigating through millions of accounts, identifying opportunities across asset classes for amplified returns, steady income generation, and risk reduction across the full spectrum of our customer base.


Success Story

The modern advice platform

Abrdn aimed to create a sophisticated independent financial advice (IFA) platform in the UK, minimizing initial expenses. To achieve this, they joined forces with FNZ to co-create a cutting-edge platform. This collaboration led to rapid growth, propelling the platform's assets under administration (AUA) from £0 to £86 billion. Today, this technology is widely recognized as a top-tier IFA platform in the UK, acknowledged for its impressive AUA and net capital flows.



The Race for Scale

How the wealth industry’s supply chain is evolving to deliver personalized wealth management at massive scale.

Get in touch with one of our experts