Solution introduction
We help our customers provide integrated financial planning solutions that power hybrid or full advice. Our platform data flows seamlessly through all aspects of the advice ecosystem for efficiency and consistency
This provides advisors and end-investors with personalized planning options in an omni-channel experience
Addressing the advice gap
There is a well-documented gap between number of financial advisors vs end-investor needs. Technology must help the industry scale, yet most financial planning systems remain unintegrated, preventing advisors from serving more end-investors efficiently.
End-investor expectations are also increasing, resulting in higher demand for more personalization.
We integrate systems with seamless data flows, enabling personalized financial advice delivery for more advisors and end-investors.
Comprehensive data flowing through integrated systems
- Holistic advice systems - We provide integrated advice solutions for a truly end-to-end financial planning and management system. This enables our customers to deliver hybrid or full advice services in an omni-channel experience.
- Personalized planning - Our highly configurable FNZ Connect system is 100% API-enabled. Our customers partner with us to deliver a strong value proposition, creating a personalized experience for both advisors and end-investors, all at scale.
- Straight-through data exchange - We have platform data that flows seamlessly through all aspects of financial advice delivery. This means straight-through processing in the entire system, from planning to asset management through to clearing, custody and settlement.
