A single, integrated platform powering the entire wealth management lifecycle with end-to-end digital scale.
Simplify operations, accelerate growth, and scale personalized investment solutions.
Wealth management firms face structural challenges that hinder growth and agility.
Outdated, siloed technology creates fragmentation, driving up costs and slowing innovation.
Operational complexity, marked by manual processes and data reconciliation, adds inefficiency and risk, diverting resources from strategic priorities.
Margin pressure and regulatory demands compound the problem.
Fee compression, rising costs, and global compliance requirements erode profitability, while cybersecurity threats and talent shortages strain resilience.
Consolidate fragmented systems into a single, digitized book-of-records platform that supports direct-to-consumer, intermediated, and workplace channels. This unified infrastructure enables seamless scalability across markets, brands, and investor segments, simplifying administration and enabling easier expansion into new regions or business lines.
Automate core processes such as custody, reporting, tax, and fee management to reduce manual effort, minimise errors, and lower operational costs. End-to-end integration streamlines workflows, accelerates time to market for new propositions, and reduces costly manual errors and rework. Full back-office and infrastructure support ensures reliable, scalable system performance and regulatory compliance.
Support a wide range of product wrappers, asset types, and jurisdictions to deliver tailored investment experiences. Built-in tax and fee engines enable firms to offer highly personalised, compliant, and goal-aligned portfolios to clients, including tax wrappers for retirement and savings goals, with integrated performance and risk metrics.
Modernize legacy IT with a cloud-native, API-enabled architecture that ensures resilience, flexibility, and regulatory compliance. The platform’s modular design allows for continuous innovation, easy integration with third-party systems, and full support for multi-asset, multi-currency portfolios and global custody options.
Reduce costs and operational complexity with a fully digitized book-of-records solution. Automated workflows streamline administration, minimize manual intervention, and eliminate costly errors and rework.
Roll out tax wrappers tailored to investor needs and customize as required, enabling clients to reach their financial goals with uncompromised efficiency and compliance.
Manage both traditional and alternative assets across multiple exchanges worldwide, with integrated market data services and corporate action processing for comprehensive investment coverage.
Ensure reliable and scalable system performance with complete investment operations support, including payments, transfers, reconciliations, and regulatory compliance.
Centralize client and account data, providing full accounting capabilities, valuations, and performance metrics in one place.
Seamlessly support direct-to-consumer, intermediated, and workplace channels for consistent operations and reporting across all business lines.
Choose between FNZ holding assets on your behalf or in your name, with sub-custodian and central securities depository options as needed.
Configurable, global engines for fee calculation, deduction, and reporting, supporting flexible fee structures and automated processing.
Cloud-native, API-enabled platform designed for resilience, flexibility, and regulatory compliance. Easily integrates with third-party systems and supports expansion into new markets or segments.
Our self-directed solutions help financial institutions accelerate their direct-to-consumer digital channel, providing options for integration with traditional advised channels.
Access modern digital workplace savings and retirement solutions, bringing together intuitive portals for employers and their staff to make sense of their employee benefits.