FNZ
HQ Address
10th Floor, 135 Bishopsgate, London, EC2M 3TP, United Kingdom
Website Address
Business introduction
Opening up wealth together
Helping everyone, everywhere invest in their future, on their terms
We are wealth’s growth platform
Financial institutions and asset managers face complexity around technology, operations, and infrastructure. This prevents them from delivering differentiated value to end investors and advisors.
So we provide a global, end-to-end wealth management platform that integrates modern technology, business and investment operations. All in a regulated financial institution which connects to a universe of investment products.
FNZ Solutions
Asset Management Solutions
Enabling improved investment outcomes Investment managers face complex and costly demands as end-investors seek personalized solutions. Existing technology often struggles to deliver the functionality needed to meet these changing expectations, hindering collaboration between asset managers, advisors, and end-investors. Our solutions help investment managers deliver differentiated portfolios that optimize outcomes. We work with......
business needs
- Investment Platforms & Tools
- Portfolio Build, Analysis & Reporting
- Portfolio & Wealth Management Systems
Execution, Clearing & Custody Solutions
Bringing processes into a new era Financial services firms face constant pressure to increase trade execution and processing speed whilst also maintaining accuracy. But execution, clearing, and custody systems are often running disconnected processes using outdated technology, leading to inefficiencies and errors. We replace legacy technology and processes with integrated trade execution......
business needs
view solutionFinancial Planning Solutions
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......
business needs
view solutionFNZ Connect
Configure your platform with ease FNZ Connect provides customers the ability to quickly launch apps, automate workflows, and connect to APIs. This delivers differentiated growth by providing easy platform configuration. Configure user journeys Use our no-code and low-code app development for faster configuration. Automate workflows Access our dynamic, modular processes to build dynamic workflows that......
business needs
view solutionFNZ Platform
We hide this complexity from our customers, reducing friction and cost by integrating technology, business process operations, and custody – all delivered in an end-to-end wealth management platform that is regulated by region, and connected to a universe of investment products. Complexity adds friction to your business To deliver value to advisors......
business needs
view solutionInsurance Solutions
Modernizing the experience Many people trust insurance companies with their pensions and retirement plans. Yet, beloved brands can struggle with legacy systems that impede the delivery of a modern end-investor experience. In other situations, insurance companies have been successful providing traditional insurance, but face challenges when transitioning insurance-only investors into fully advised......
business needs
- Business Process Management & Outsourcing
- Investment Platforms & Tools
- Portfolio & Wealth Management Systems
Onboard
With Onboard you can turn one of the most painful parts of the advice process into a seamless, collaborative experience. It's recurring payments, fact-finding, risk tolerance, client agreements and online account opening all in a single tool. Invite clients Add your client's email and agreed services. Your client will get a link......
business needs
view solutionPrivate Banking & Family Office Solutions
Advancing the high-net-worth experience Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high-touch care. Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect. We help replace legacy technology......
business needs
view solutionSelf-Directed Solutions
Capturing the direct channel opportunity The wealth management industry has undergone significant transformation, largely driven by technology modernization and passive investment options. Today’s end-investors face many choices for their savings and investing needs, including digital-only financial planning. By providing a self-directed option, established financial institutions can create a new channel to reach......
business needs
view solutionWorkplace Retirement Solutions
Together, FNZ works with employers to deliver quality saving and retirement solutions that help attract and retain talent, whilst ensuring all stakeholders have the key information they need at their fingertips. Addressing modern challenges Over the years, saving for retirement has become more challenging for employees. This creates a growing problem for......
