Holistic experience
Our platform seamlessly connects high-net-worth investors, independent advisors, and back-office teams, providing a holistic digital experience throughout the entire wealth management journey.
Private banking & family office solutions
We provide a state-of-the-art digital platform with capabilities covering wealth management, family office and banking processes. This empowers our customers to deliver their unique value proposition to end-investors while streamlining operations and removing overhead.
Whether serving high-volume clients or complex wealth portfolios, our solutions help you to focus on what truly matters: your end-clients.
Private Banking & Family Office
Advancing the high-net-worth experience
Private banking, family offices and wealth management firms work with some of the most complex investment situations that require high touch care.
Yet often, investors with the most sophisticated needs experience legacy systems that do not deliver the digital experience many have come to expect.
We help replace legacy technology with digital-first experiences that enable a hybrid model for high-net-worth clients.
Digital end-to-end experiences
Personalized wealth
We provide the technology and software that integrates with sophisticated wealth planning options, enabling teams to develop, deliver and manage highly tailored solutions.
Sophisticated portfolios
We provide integrated access to a wide range of financial products, from simple funds to complex derivatives, structured investments, and alternative markets.
Our services allow wealth teams to cater to the needs of exceptional clientele.
Insights
Achieving tech leadership in private banking
Deloitte and FNZ have collaborated on this report to provide insight into the current private banking industry and how operating models have been evolving, along with the trends that are impacting the industry.
Press release
Bergos goes live with New Core Banking System on FNZ Platform
Bergos AG, an independent Swiss private bank specializing in wealth management, successfully launched its new core banking solution in partnership with FNZ.
Insights
Partnering for scale
FNZ collaborated with BCG to uncover insights for wealth and asset managers who are looking for ways to accelerate digital transformations, bringing more of what advisors and end-investors want to the table – all in the most cost-efficient way.