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Model portfolio distribution

Harnessing the power of FNZ AI, this next-generation platform is designed to streamline operations and drive efficiency across a diverse product set, from MPS to Alternatives.

Enhanced workflows, reduced operational risk, and gain access to best-in-class data and insights.

Leverage advanced AI and machine learning to decode investor behavior and unlock new distribution opportunities, all within FNZ’s unified, state-of-the-art ecosystem.

Constrained distribution of models

Distribution of models has become constrained by the cost and risk associated through managing multiple strategies across the myriad of interfaces and investment universes provided by the distributors.

However, FNZ still see a high demand for models with 54% of all flows going into such products and MPS in the UK expected to grow to more that £500bn by 2028.

Why FNZ

Frequently Asked Questions

  • How do I manage existing models across multiple platforms?

    During the onboarding process FNZ will map all existing models to the GDH templates so that clients can immediately leverage the scaled efficiency of the tool.

  • How does the system know what each platform model must look like?

    The GDH draws in permissions, data and instrument lists from all connected systems and presents options and availability to users in an intuitive and 1-to-many distribution framework, allowing a single workflow journey to create “n” number of model variants across platforms.

  • What data can I see on my models?

    FNZ FundInsights provides data around anonymized client demographics (Age/gender/marital status/wealth/geographic location) and advisor demographics to help identify areas of over/underperformance vs mean and where there are gaps in distribution on one platform vs another.

Get in touch with one of our experts