Vanguard, one of the world’s largest asset managers, wanted a partner in developing a more modern, intuitive digital platform. Yet they needed to maintain their strong brand reputation in the process, ensuring an experience that would align with their investor-centric mission.

To accomplish this, Vanguard selected FNZ to support their platform deployment strategy in a number of countries outside of the United States.

A modern, customer-centric proposition

FNZ partnered closely with Vanguard in developing a clean and intuitive layout, helping investors easily navigate and quickly find information. The platform is fully responsive, meaning investors can access their portfolios across all major mobile and tablet devices, and highlights the branding and vision of Vanguard.

The platform launch included a Stock & Shares Individual Savings Account (ISA), a Junior ISA and a General Investment Account to promote long-term tax efficient savings.

Then the proposition was further enhanced by adding a Self-Invested Personal Pension (SIPP) to the platform to further reduce the cost and complexity of saving for retirement.

The platform offers 78 Vanguard Mutual Funds and Exchange Traded Funds, including Vanguard’s LifeStrategy and Target Retirement products.


424,000 investors

0.7 b

£13.7 billion assets under administration

Record end customer approval leads to award

Vanguard’s experience attracted a record 88% customer approval rating and was named a Which? Recommended Provider – Investment Platforms in 2019 and again in 2020. In addition, it was recently named a Which? Recommended Provider – SIPPs.

FNZ and Vanguard continue to work in close partnership with a joint roadmap that includes further international deployments and enhancements.