We integrate sustainability data into customer platforms, supporting regulatory compliance, investment decision-making, and transparency. Our solutions address regulatory reporting needs, align environmental, social and governance (ESG) data, and help deliver personalized products and investments.
By aggregating data from multiple providers for detailed sustainability analysis, we help our customers stay compliant and integrate sustainability considerations through the value chain, on their terms.
The platform seamlessly integrates advanced ESG functionality, supporting asset management, discretionary wealth management, risk profiling and preference setting, alongside aligned reporting.
We have seamlessly integrated advanced ESG functionality into our customer platforms, representing what we believe to be the most comprehensive and holistically integrated data management solution on the market today.
This integration supports the full range of wealth management needs across asset management, asset allocation, product analysis, understanding client preferences, portfolio construction, rebalancing, and reporting.
Success story
Aviva is one of the UK’s leading insurance, wealth and retirement businesses, with customers in the UK, Ireland and Canada. Aviva worked with FNZ to develop and integrate a customer-centric experience in an accelerated nine-month deployment. The company then worked with FNZ on an award-winning sustainable investing integration.
Insights
Our on-demand webinar features experts in sustainable finance discussing:
Current state of sustainable investing, including statistics on demand
Scottish Widows (Lloyds Banking Group) experience with responsible investing
Demonstration of FNZ Impact
Q&A