Advisor Tools & Productivity
Empower advisors with a unified digital platform that simplifies operations, drives efficiency, and elevates client outcomes.
FNZ’s Advisor Tools & Productivity suite combines everything advisors need so firms can scale confidently, adapt quickly, and accelerate growth: centralized workspaces, smart automation, seamless onboarding, advanced portfolio management, and digital advice.
Advisor challenges
Advisors are slowed by fragmented systems and manual workflows that increase risk and reduce efficiency.
Rising client expectations and aging advisor populations strain capacity, while limited automation restricts productivity and scalability.
Onboarding and compliance remain cumbersome due to manual checks and disconnected data, delaying client engagement and elevating risk.
Disparate tools make it difficult to deliver consistent, personalized advice and manage portfolios effectively across channels.
Solutions to increase advisor productivity
Advisor Hub
Fully digitized workspace for Advisors and Central Functions to support the Investment Management process at scale.
Onboarding
An agile, configurable and fully localized solution for different markets, which enables the automation and digitization of customer registration, complying with regulatory requirements and improving the user experience.
Digital Advisor
The latest innovations to make the journey faster, smarter, and more engaging.
Advice AI
Interact proactively and personally with clients, offer personalized advice and increase efficiency.