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Self-directed solutions

Our self-directed solutions help financial institutions accelerate their direct-to-consumer digital channel, providing options for integration with traditional advised channels.

We can either help modernize a current experience or deliver a comprehensive full-service offering.

SC1 Solution Self Directed Transparent OPT.


Capturing the direct channel opportunity

The wealth management industry has undergone significant transformation, largely driven by technology modernization and passive investment options. Today’s end-investors face many choices for their savings and investing needs, including digital-only financial planning.

By providing a self-directed option, established financial institutions can create a new channel to reach digital-savvy investors. When properly integrated, these direct channels can ultimately lead end-investors into a more traditional advised model as their planning needs increase.

We help you deliver a direct-to-consumer offering efficiently.

Integrated for improved end-investor engagement

Transforming legacy technology Santander SQUARE Crop

Success story

Santander transforms legacy technology

Santander partnered with FNZ to develop their direct-to-consumer (D2C) platform. The advanced digital proposition was fully integrated with Santander’s online banking system.

What investors want SQUARE


What do investors want?

Shifts in our industry's landscape demand wealth management providers change their thinking to attract and retain end-investors.

Get in touch with one of our experts