Supporting your move into wider wealth management
FNZ offers life insurance companies a proven way to transform into long-term savings-centric wealth managers, rather than just producing life policies.
Many long-term FNZ clients have already transformed their business by adopting our digital platform solutions as a way of distributing a wider, more holistic range of asset management saving solutions.
A key focus for life insurers is distribution via financial advisers (both in-house and independent) and we have an exceptional history of supporting financial adviser processes.
- Platform as a Service means it’s all taken care of
A partnership with FNZ, and our platform-as-a-service, offers Life Insurers a flexible way to develop and distribute a much more holistic range of long-term savings products. And it can also give their financial advisers the tools they need to improve engagement with end clients.
We provide the IT infrastructure and investment operations services as well as the platform technology. So the end-to-end service can streamline not just your technology but also your back office processes. And it can support seamless end-to-end advice journeys that integrate with advisers’ back office systems too.
We also maintain and constantly update the platform so it’s always compliant with any regulatory change – at our cost, not yours.
Solutions for life insurers
FNZ can partner with you to manufacture next generation life wrapped investment solutions with state-of-the-art digital-led distribution support.
We provide life insurers with a platform to construct solutions that will meet a wide range of individual client needs at different life stages. They can then automatically deploy these across client accounts and policies.
These solutions are digitally maintained across millions of underlying clients, algorithmically accounting for client constraints, tax optimisation and personal risk preferences.
FNZ can help you establish a holistic asset management and life insurance platform for your in-house and independent advisers. This can combine life, pensions and general investments into a single proposition to deliver long term savings solutions that take advantage of relevant tax wrappers.
Benefits for advisers and investors
An FNZ platform can give Financial Advisers complete control over their business with full digital self-service, from on-boarding through servicing and investment management. Sophisticated reporting also empowers advisers to provide a high-quality, insightful wealth management service to their clients.
End investors can access a range of personalised investment and portfolio protection products and have real time information and control over their portfolios.
A goal-based digital advice framework enables investors to directly access financial advice and guidance and be algorithmically matched to investment solutions.
Global FNZ Platform Options
- Financial Adviser platform
- Direct to Consumer platform
- Superannuation platform
- Workplace Pension platform
Additional Standalone Services
- Quantitative Solutions
- Unit Linked Policy Administration
- Fund Accounting
- Data Analytics
Find out more
Take a closer look at our range of solutions or get in touch to find out more about how we can work with you as long term partners.
Designing solutions and building partnerships
FNZ and Aviva have developed a number of market leading, multi-channel digital propositions across the UK and Asia.
Building long-term, local partnerships
We partner with over 150 major financial institutions around the world to serve the needs of wealth management customers. We have over 4,000 employees working in around 18 international markets across Europe, Asia-Pacific, Africa and North America.