skip to content

We are wealth’s growth platform

A unified, end-to-end wealth platform that seamlessly integrates advanced technology and services with a robust operating environment, delivering scalable, transformative solutions across the entire financial services value chain.

Modular and API-driven, our platform integrates seamlessly to support the entire wealth spectrum, from asset managers to investors. Combining scale, flexibility, and continuous innovation, it delivers cost efficiency and personalized solutions.

  • Complexity adds friction to your business

    Evolving customer demands and shifting market dynamics are driving complexity that restricts value creation, limits scalability, and suppresses innovation. Financial institutions juggle fragmented systems, manual processes, and rising regulatory demands resulting in cost, risk, and slow change:

    • KYC & onboarding

    • Financial planning & advice

    • Portfolio management & rebalancing

    • Accounting, reporting & book of records

    • Order management, trade execution, custody & clearing

    • Regulatory compliance & auditability

    • Infrastructure, data and security

  • We remove friction

    We hide this complexity from our customers, reducing friction by integrating technology and services, all delivered in an end-to-end wealth management platform that is localized to regulations and market infrastructure. Choose the full stack or deploy modular solutions that plug into your ecosystem:

    • Personalize and differentiate investor and advisor experiences

    • Automate and scale back‑ and middle‑office tasks

    • Connect to a global investment universe

    • Embed compliance, resilience, and security by design

Why end-to-end matters

  • Lower total cost of ownership: Consolidate fragmented systems and automate workflows to reduce complexity and drive sustainable cost efficiencies.

  • Accelerate time to market: Move from concept to launch at speed with pre-integrated capabilities and proven delivery frameworks.

  • Unlock data driven advantage: Build on a trusted data foundation that powers advanced analytics and AI across the entire wealth management lifecycle.

  • Stay ahead of regulation: Operate on a regulatory ready platform with regional oversight, auditable controls and embedded compliance by design.

Want to go deeper?

Innovation

Innovate without complexity. FNZ helps financial institutions scale faster through a unified, modular platform that consolidates fragmented systems, streamlines processes across advice, onboarding, and portfolio management, and accelerates delivery. By removing operational friction, we unlock growth and enterprise-wide efficiency.

Growth

Your growth is our growth. We align solutions with your outcomes - not just as a vendor, but as a committed partner. With clear regional strategies, ongoing investment in technology and operations, and go-to-market plans designed for sustainable revenue, FNZ focuses on delivering measurable impact where it matters most.

Data, analytics & AI

Leverage FNZ’s extensive data assets to deliver market-leading services, giving clients real-time access, streamlined bookkeeping, and operational reporting. Advanced analytics, powered by traditional data science, machine learning, and generative AI, drive deeper, actionable insights.

Productivity

Do more with less effort. FNZ automates workflows, reduces manual tasks, and lowers error rates so teams can focus on client value. Structured meeting follow-ups and advisor-centric copilots enhance efficiency, while regional plans target productivity gains across technology, operations, and delivery for smoother execution and better results.

Client journey

From intent to outcomes, repeatably. Our client-centric delivery framework transforms strategic intent into scalable solutions through a proven 10-stage lifecycle, ensuring predictable scope, governance, and continuous value. FNZ Atlas anchors prioritization and iterative validation, enabling faster delivery, higher quality, and lower costs over time.

Reduced costs

Lower cost to serve. Higher operating leverage. FNZ reduces complexity and cost by consolidating platforms, standardizing processes, and embedding automation - validated through client success stories and independent industry benchmarks.

Time to value

Go live faster. Scale smarter. FNZ’s modular, composable solutions integrate quickly into any ecosystem while retaining flexibility to grow. Our repeatable delivery engine and reusable components accelerate deployment and validation, turning business intent into outcomes at pace.

D2C, advisor platform, ESG integration Aviva SQUARE Crop

Success Story

Advisor, D2C, ESG with Aviva

Aviva worked with FNZ to develop and integrate a customer-centric experience in an accelerated nine-month deployment. The company then worked with FNZ on and advised platform and an award-winning sustainable investing integration.

Read success story
Partnering for scale SQUARE 2

Insights

Partnering for scale

FNZ collaborated with BCG to uncover insights for wealth and asset managers who are looking for ways to accelerate digital transformations, bringing more of what advisors and end-investors want to the table – all in the most cost-efficient way.

Read report

Get in touch with one of our experts

Get in touch