London, United Kingdom

FNZ

Business introduction

Helping people achieve their financial goals

Engaged clients, lower costs, seamless service and personalised solutions

FNZ believes that enhancing client engagement, lowering costs, delivering a seamless service and enabling personal solutions are key to helping people achieve their financial goals. We partner with major financial institutions to enable them to provide wealth management services to their clients across direct, intermediated and workplace channels that reflect these principles.

To support our customers, we provide a set of core outsourced services that span the entire wealth management value chain, from the digital user experience, client, account and portfolio management through to back-office trade execution, settlement and investment administration.

Solutions are enabled for all client demographics from high-net-worth to the mass market. Clients can seamlessly invest in a full range of asset and liability classes crossing markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.

We help our customers to:

  • Reduce costs and complexity in their wealth management operations through outsourcing to a large-scale highly-automated service provider
  • Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients through digital services and tools
  • Deploy highly scalable yet personalised investment solutions for their clients that are aligned with their individual needs

Our open, fully API-enabled platform provides real-time integration with our customers’ own services, portals and applications, allowing them to retain full control and ownership of the client proposition.

Physical Address

Level 5, 67 Lombard Street, EC3V 9LJ, London, United Kingdom

Website Address

www.fnz.com

Telephone Number

+44 303 333 3330

FNZ Solutions

FNZ Clear

FNZ Clear is our core solution for streamlining and minimising risk across the whole trading cycle regardless of asset class or market....

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FNZ One

FNZ One is our core solution for front-office client, portfolio, account, asset and liability management. It provides a unified customer asset and liability register, enabling multi- currency support for all asset and liability types. Multi-channel distribution support enables seamless wealth management services across institutional, advised, direct and workplace (employer-sponsored) channels....

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FNZ Transfer

FNZ provides a full-service transfer agency and distribution support service for global asset managers and their customers....

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FNZ X-Hub

FNZ X-Hub is our core solution for discretionary portfolio managers, enabling either bulk or individual management of investor accounts under discretionary or advised mandates....

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