Unparalleled coverage
~70% penetration in the UK’s mass-affluent advised market.
Actionable intelligence for Asset Managers and Discretionary Fund Managers
Combine FNZ’s unmatched end-client, advisor, and peer data to deliver anonymized dashboards that reveal growth opportunities, pinpoint distribution gaps, and guide strategic decisions.
Data gaps undermine competitive performance
Without data, manufacturers lack visibility into investor demographics, trading behaviors, fund performance versus peers, and platform distribution reach.
Our clients gain actionable intelligence to engage investors effectively, knowing when, where, and how to connect.
Why FNZ
Actionable intelligence
Curated, anonymized dashboards reveal growth opportunities and distribution gap analysis.
Competitive edge
Advisor-focused CRMs provide limited perspective, while broader demographic insights enable manufacturers to design solutions tailored to client cohorts with regional and demographic nuances.
FAQ
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What data can I see?
All client-level data is anonymized to eliminate GDPR and PII risks, while aggregated demographic insights, such as age, gender, marital status, location, and wealth bracket, remain available in platform-specific views.
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Can I export data for off-platform analysis?
Yes, we can integrate with third-party or proprietary analytics tools and apply robust security measures to ensure compliant data sharing.
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Which platforms are integrated with this solution?
FNZ aggregates data from all connected platforms, allowing users to view it either in a consolidated format or by individual platform.