FNZ believes that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.
To support our customers, we provide a set of core outsourced services that span the entire wealth management value chain, from the digital user experience, client, account and portfolio management through to back-office trade execution, settlement and investment administration.
Solutions are enabled for all client demographics from high-net-worth to the mass market. Clients can seamlessly invest in a full range of asset and liability classes crossing markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.
We help our customers to:
- Reduce costs and complexity in their wealth management operations through outsourcing to a large-scale highly-automated service provider
- Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients through digital services and tools
- Deploy highly scalable yet personalised investment solutions for their clients that are aligned with their individual needs
Our open, fully API-enabled platform provides real-time integration with our customers’ own services, portals and applications, allowing them to retain full control and ownership of the client proposition.