FNZ
Wealth management platform-as-a-service powering investing for banks, insurers and asset managers
Overview
FNZ is a global financial technology company founded in 2003 and headquartered in London, UK. It specializes in providing an end-to-end wealth management platform as a service to financial institutions, wealth managers, and asset managers worldwide. The platform integrates modern technology with business and investment operations, serving over 650 financial institutions and 12,000 wealth managers, administering over US$2.5 trillion in assets for nearly 30 million end customers globally.
FNZ's platform is designed to streamline the entire wealth management value chain, from digital onboarding and financial planning to trade execution, settlement, custody, and tax reporting. It aims to reduce operational complexity, enhance client experience, and enable firms to deliver personalized services and innovative wealth products. In 2022, FNZ acquired New Access, a Swiss private banking technology firm, to further strengthen its presence in the private banking and cross-border wealth sector, particularly in Switzerland, Liechtenstein, and Luxembourg.
Key Features
- + End-to-end wealth management platform
- + Digital onboarding and client lifecycle management
- + Portfolio management and rebalancing
- + Trade execution, settlement, and custody
- + Regulatory compliance and reporting
- + Data, analytics, and AI capabilities
