FNZ
FNZ is a global leader in wealth management technology, providing an end-to-end platform that powers the investment and advisory services of more than 650 leading financial institutions and over 8,000 wealth management firms worldwide. By seamlessly combining technology, infrastructure, and investment operations into a single, state-of-the-art platform, FNZ enables institutional clients to deliver hyper-personalized, digital-first, and cost-efficient wealth management solutions at scale. FNZ partners with a wide range of organizations including wealth and investment advisors, trust banks, trust companies, insurers, and asset managers. The company helps these institutions launch and manage innovative financial products and services that are tailored to the evolving needs of their clients. Headquartered in London, FNZ operates across Africa, Asia, Australasia, Europe, and North America, supporting a truly global client base with strong regulatory, technological, and operational capabilities.
ABOUT FNZ
FNZ is a global software and services platform that provides end-to-end operations for companies across the savings and wealth management industry.
Acting as a platform-as-a-service (PaaS) provider, FNZ partners with financial institutions, wealth managers, and advisors to make wealth management and financial advice more accessible to people around the world.
With more than 4,000 employees in 21 countries, FNZ’s mission is to “open up wealth” by empowering individuals to build and manage their wealth on their own terms, through personalized investment solutions that align with their goals and values.
KEY SOLUTIONS & CAPABILITIES
End-to-End Wealth Platform – FNZ integrates technology, operations, investment administration, custody and clearing, trade execution, regulatory compliance, and reporting into a single, unified platform that streamlines the entire wealth management value chain.
Self-Directed and Direct-to-Consumer Channels – The platform allows financial institutions to launch or modernize direct-to-consumer solutions, connect seamlessly with advised channels, and offer hybrid experiences that combine digital and human advice.
Asset Management Solutions – FNZ delivers quantitative analytics, portfolio automation, personalized investment strategies, and global product distribution capabilities, enabling institutions to scale their asset management offerings efficiently.
Financial Planning and Advice – FNZ provides integrated financial planning tools, unified data flows, and omnichannel advice experiences, supporting both advisors and end investors through hybrid or fully digital models.
Private Banking and Family Office Solutions – The platform supports complex high-net-worth and ultra-high-net-worth client needs, integrates with legacy systems, and delivers digital-first interfaces for both advisors and clients.
Insurance Solutions – FNZ helps insurers digitize life insurance processes, streamline policy administration, enhance onboarding, consolidate investment schemes, and deliver modern, user-friendly interfaces for all stakeholders.
Post-Trade and Operations Automation – Solutions such as Syn~Ops automate back-office and middle-office processes across asset classes, improving efficiency, accuracy, and speed in post-trade operations.
Regulation and Local Compliance – FNZ supports regional regulatory requirements through local data centers, licensed entities, and robust compliance frameworks. The platform is designed to adapt to diverse regulatory environments worldwide.