FNZ helps financial institutions simplify complexity, accelerate growth, and deliver personalized wealth experiences at scale. Our integrated end-to-end platform supports over US$2.5 trillion in assets and helps nearly 30 million people invest in their future
FNZ is a global wealth management platform partnering with banks, wealth managers, insurance companies, asset managers, and other financial institutions to help them modernize and scale their wealth propositions.
Our platform combines digital technology, investment operations, and market infrastructure into a single integrated ecosystem. Firms can deploy the full end-to-end platform or adopt modular capabilities that integrate seamlessly with existing technology environments.
FNZ supports the entire wealth management lifecycle, including client onboarding, advisor servicing, portfolio management, trading and execution, custody, administration, reporting, and investor engagement. By digitizing and automating complex processes, we help clients reduce operational risk, improve efficiency, accelerate innovation, and lower total cost of ownership.
Built on a cloud-enabled, API-driven architecture, the platform enables financial institutions to launch new propositions faster, expand into new markets, and deliver more personalized experiences across retail, affluent, high-net-worth, workplace, and adviser-led channels.
Today, FNZ partners with many of the world's leading financial institutions and supports more than US$2.5 trillion in assets on platform through localized solutions delivered across major wealth markets globally.
Advice AI helps advisors automate preparation, meeting notes, workflows, and client engagement while delivering personalized insights and recommendations that improve productivity, consistency, and client outcomes at scale. ...
Advisor Hub gives advisors a single digital workspace for client management, portfolio analysis, reporting, and workflows, helping firms improve productivity, deliver personalized advice, and scale efficiently. ...
Digital Advisor enables firms to deliver personalized, goal-based advice through digital and hybrid journeys, combining automation, portfolio optimization, and advisor collaboration to improve client outcomes and scale advice delivery. ...
Fund Connectivity connects fund managers, distributors, and wealth platforms through a single digital ecosystem, helping firms simplify distribution, reduce operational complexity, and expand investor access. ...
Insights helps firms transform data into intelligence, delivering real-time analytics, distribution insights, opportunities, and alerts that support better decision-making, growth, and client outcomes. ...
Market Execution provides multi-asset, multi-market trading with integrated market data, risk management, and order execution capabilities, helping firms improve execution quality, efficiency, and access to global liquidity. ...
Model Portfolio Distribution enables firms to create, manage, customize, and distribute model portfolios across multiple platforms from a single hub, improving efficiency, governance, scalability, and advisor access to investment solutions. ...
Onboarding helps financial institutions digitize client onboarding, automate KYC and identity verification, reduce friction, and deliver personalized investor experiences that accelerate account opening and improve conversion. ...
Portfolio Manager helps firms create, monitor, rebalance, and personalize portfolios at scale, combining portfolio management, compliance, analytics, and investment insights in a single integrated solution. ...
Post-Trade Securities Services delivers integrated clearing, settlement, custody, reconciliation, and asset servicing capabilities that help firms reduce operational risk, improve efficiency, and scale securely. ...
FNZ Wealth Platform unifies onboarding, portfolio management, trading, custody, reporting, and operations in a single platform, helping financial institutions reduce complexity, improve efficiency, and scale growth. ...