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FNZ

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 * Platform
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Contact




OPENINGUP WEALTHTOGETHER

Helping everyone, everywhere invest in their future, on their terms.

FNZ believes everyone can create a better life by saving, investing, and
managing their money well. We know the foundation to do that already exists in
the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We partner with over 650 financial
institutions and 12,000 wealth managers, with US$1.5 trillion in assets under
administration (AUA). Together with our customers, we help over 20 million
people from all wealth segments to invest in their future.

Our purpose

Play this video on Vimeo


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.

Learn more about how we partner with customers to deliver frictionless wealth
management.

About our platform

20m+

End customers

12k+

Independent wealth managers

1.5tn+

Assets under administration (USD)

650+

Financial institutions

0+

Locations

0+

Employees

0+

Nationalities


LOCAL BUSINESS ON A GLOBAL PLATFORM

Our customers benefit from the power of scale with our global, digital-first
wealth management platform.

We also have regional expertise, with local data centers, client service,
operations and compliance.

Global Platform Local Business


OUR CUSTOMER PARTNERSHIPS

Asset Managers
Insurance
Investment Banks
Private Banks & Family Offices
Retail & Digital Banks
Retail Investment Manager
Workplace Retirement

UOB

UOB, a leading Asia-based asset manager, partnered with FNZ to develop a
first-in-market digital solution, enabling corporate investors to access
customized portfolios. They also selected FNZ to manage technology operations.

Asset management solutions

Read success story



Generali

Generali, one of the world’s largest insurance companies, worked with FNZ to
develop a market-leading digital proposition to engage young investors in
Switzerland.

Insurance solutions

Read success story



UBS

One of the largest global investment banks, UBS, worked with FNZ to upgrade its
technology landscape for post-trade operations in Australia. Through this
migration, UBS and FNZ aim to ensure that more end investors can access a
greater variety of investments more efficiently.

Execution, clearing & custody solutions

Read press release



Bergos

Bergos, an independent Swiss private bank specializing in wealth management,
successfully launched its new core banking solution in partnership with FNZ. The
new Bergos Mobile App provides a range of features that allow them to manage
their finances on the go.

Private banking solutions

Read press release



Santander

Santander, a major global banking institution, worked with FNZ to transform a
legacy wealth management proposition to a modern, direct-to-consumer experience
that is fully integrated with retail banking services.

Self-directed solutions

Read success story



Vanguard

Vanguard, one of the world’s largest and most revered financial institutions,
wanted to develop a more modern, intuitive digital platform. They worked with
FNZ to deliver an improved direct experience while maintaining their strong
brand image.

Self-directed solutions

Read success story



Aviva

Aviva worked with FNZ to develop and integrate a customer-centric experience in
an accelerated nine-month deployment, then integrated an award-winning
sustainable investing solution.

Workplace retirement solutions

Read Aviva success story




TRUSTED BY 650+ FINANCIAL INSTITUTIONS AND 12,000+ INDEPENDENT WEALTH MANAGERS

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View More


WE HELP OUR CUSTOMERS OPEN UP WEALTH. FOR EACH CUSTOMER, THAT MEANS SOMETHING A
LITTLE DIFFERENT.

Read success stories


Careers


JOIN US AS WE OPEN UP WEALTH

At FNZ, you have the opportunity to make an impact on the world as we deliver
our purpose of opening up wealth. We’re dedicated to attracting and developing
the very best talent – and we have a number of exciting opportunities for people
to join our global business.

Join us today



FEATURED INSIGHTS & NEWS


ACHIEVING TECH LEADERSHIP IN PRIVATE BANKING





COLONIAL FIRST STATE LAUNCHES CFS EDGE





ADRIAN DURHAM INTERVIEW LIVE ON BLOOMBERG TV




WHY FNZ

We remove friction from wealth management, enabling our customers to create
personalized and scalable end-investor experiences.

Explore our platform



HYPER-PERSONALIZATION

Our open-platform environment enables customers to dynamically compose
hyper-personalized digital experiences across the entire wealth continuum - at
tremendous scale. Our digital-native technology helps advisors and asset
managers extend their platform with third-party apps and APIs to create
differentiated end-investor experiences.


EXTREME AUTOMATION

FNZ deploys extreme automation on behalf of our customers, enabling scale in
back and middle office and investment operations activities. With repeatable
tasks all automated, our customers can focus resources on bringing their unique
investor and advisor proposition to life.


PARTNERSHIP FOR GROWTH

We are trusted and true partners in our customers' growth. Our customers own the
platform experience, ensuring their value proposition and branding shine. It's
as if we don't exist. We like to say when our customers win, we win. And our fee
model is based on AUA, so we are linked to our customers' success over the long
term and costs become more predictable.


REGIONAL REGULATION

We are regulated in most of the regions where we operate, with new entities
added as we expand, so customers are assured they work within a compliant
system. Our monitoring program develops annual plans that can include upcoming
or in-progress regulatory changes by region, approved by local executive and
relevant board committees.




FRICTIONLESS VALUE CHAIN

We have removed friction from the fragmented wealth management value chain,
connecting asset managers with financial advice systems. This integrates
manufacturing with distribution, using technology to help construct and deliver
personalized portfolios.


END-TO-END EXPERIENCE

Our platform integrates modern technology, business and investment operations,
and infrastructure all in one seamless experience. This enables our customers to
personalize and accelerate differentiation of their brand, while we scale and
operationalize tasks that can be automated.


FOR MORE INFORMATION, REACH OUT TODAY.

Contact us

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 * PLATFORM
   
   * Overview
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 * SOLUTIONS
   
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 * CUSTOMER SUCCESS STORIES
   
   * View All


 * INVESTORS
   
   * View All


 * INSIGHTS & NEWS
   
   * View All
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 * CAREERS
   
   * Careers at FNZ
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© FNZ Group 2024


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