Platforms
Empower your wealth management strategy
Our cutting-edge digital platform delivers everything you need to elevate your client experience — from CRM and financial planning to portfolio management, execution, and custody.
It is modular by design and seamless by nature. Build a tailored proposition with flexible modules that allow data to flow effortlessly across your business. Free your advisers from administrative tasks and give them more time where it matters, with clients.
Our scalable solutions fit every segment. Whether you’re delivering hybrid advice at scale or crafting bespoke portfolios for UHNW clients and families, our platform adapts to meet your ambition.
Navigating a changing wealth management landscape
Wealth managers today face a dynamic environment shaped by economic uncertainty, technological disruption, and evolving client expectations. Geopolitical tensions and fluctuating interest rates continue to challenge traditional investment strategies, requiring firms to stay agile and forward-thinking.
At the same time, digital transformation is reshaping how services are delivered. The rise of AI and automation offers exciting opportunities for efficiency and personalization, but also introduces new competitive pressures from digital-first platforms. Clients now expect seamless, tailored experiences that reflect their values and financial goals.
To stay ahead, wealth managers must balance innovation with trust, adapt to regulatory complexities, and deepen their understanding of diverse client needs. The future of wealth management lies in combining smart technology with human insight to deliver meaningful, long-term value.
Solutions for Wealth Managers
Wealth Platform
A fully integrated end-to-end suite of solutions supporting the entire wealth management lifecycle.
Advisor Hub
Fully digitized workspace for Advisors and Central Functions to support the Investment Management process at scale.
Advice AI
Interact proactively and personally with clients, offer personalized advice and increase efficiency.
Portfolio Manager
Centralized tools for creating, monitoring, and rebalancing tailored client portfolios, with automated compliance and real-time analytics.
Onboarding
An agile, configurable and fully localized solution for different markets, which enables the automation and digitization of customer registration, complying with regulatory requirements and improving the user experience.
Digital Advisor
The latest innovations to make the journey faster, smarter, and more engaging.
Who we serve
Advice Firms (IFA/RIA)
Wealth Managers
Family Office
Trust Companies
Broker Dealers
Client success stories
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FAQ
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How does FNZ help you keep your platform up to date in a rapidly changing technology landscape?
Future-ready by design. FNZ keeps your platform ahead with continuous updates, cloud-native architecture, and built-in compliance. Combined with industry-leading security, we help you stay agile, secure, and ready for what’s next.
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How does FNZ keep on top of regulatory changes and keep your clients’ data safe?
FNZ has an ongoing program to scan for upcoming regulatory change and delivers core compliant solutions for all change, ensuring the platform is kept up to date. FNZ invests heavily in cybersecurity and our platform is designed to protect client data and ensure adherence to local and global regulations.
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How does FNZ help you grow your business, retain advisors and increase margins?
FNZ empowers growth by streamlining operations, reducing costs, and unlocking new revenue opportunities. Our platform enhances advisor efficiency, delivers superior client experiences, and drives higher margins—so you can scale with confidence.
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How can AI help transform how our advisers work with clients and increase efficiency?
AI is built into the FNZ platform to transform adviser workflows. By automating routine tasks, delivering real-time insights, and enabling personalized client experiences, our integrated AI solutions free up time for meaningful conversations and drive efficiency across your business.