We are wealth’s growth platform
We are-
Aberdeen
Modern advice platform with low start up costs
aberdeen wanted to develop an advanced independent financial advice (IFA) platform in the United Kingdom (UK), without high…
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Financial Planning
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Aviva
Workplace, D2C, advisor, ESG
Launching direct-to-consumer Aviva, one of the leading insurance and workplace retirement providers, sought to launch a…
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Financial Planning
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Workplace Retirement
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Self Directed
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Axa
Digitizing manual processes
AXA is Switzerland’s leading insurance provider offering personal, property, liability and customized life insurance and pension…
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Insurance
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Investor Onboarding
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Barclays
Wealth management integrated with brokerage
Barclays, the universal bank providing retail and institutional services including investment banking, saw an opportunity to…
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Self Directed
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Bergos
Bergos goes live with New Core Banking System on FNZ Platform
Bergos, an independent Swiss private bank specializing in wealth management, successfully launched its new core banking solution…
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Private Banking & Family Office
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CFS
Market-leading adviser proposition
Colonial First State (CFS) is a diverse superannuation, retirement and investment business that manages and administers over…
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Asset Management
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Financial Planning
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CareSuper
FNZ now partners with seven of the largest Industry and Corporate Superannuation Funds in Australia.
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Self Directed
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Centrepoint Alliance
Centrepoint Alliance and FNZ Announce the Launch of IconiQ Investment Platform
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Financial Planning
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Consilium
Empowering Financial Advisers and Investors with Cutting-Edge Technology
In an industry often challenged by outdated technology, Consilium sought to revolutionise the wealth management experience for…
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Financial Planning
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Envestnet
Envestnet and FNZ partner to launch seamless, end-to-end digital solution in the U.S. also to integrate and distribute Envestnet's wealth data platform internationally
Front-to-back digital automation integrates Envestnet Portal and Analytics with FNZ's modern, tech-centric platform to better…
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Asset Management
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Financial Planning
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Findex
Reducing complexity with one platform
Findex, one of Australasia’s leading providers of integrated financial advisory services, wanted to create a cohesive…
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Financial Planning
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Generali
Digital experience for younger investors
Generali, one of the world’s largest insurance companies, wanted to develop a market-leading digital proposition to engage young…
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Insurance
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Workplace Retirement
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Investec
Seamless onboarding with improved compliance
Investec Bank Switzerland considers the client services department important in differentiating its offering. Happy and…
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Private Banking & Family Office
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Investor Onboarding
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LGT
Harmonizing client onboarding processes globally
Offering clients optimal advice and support is a top priority for LGT. Since its founding, LGT has grown from a small regional…
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Private Banking & Family Office
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Investor Onboarding
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M&G
M&G partners with FNZ to expand access to £64bn PruFund range across UK platforms
The partnership means that the PruFund range will become available later this year on FNZ-powered platforms, allowing M&G to…
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Asset Management
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Workplace Retirement
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Insurance
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Momentum
Momentum Wealth partners with FNZ
Momentum Wealth, one of the largest linked investment service providers (LISPs) in South Africa with assets under administration…
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Financial Planning
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Pictet & Cie
Accelerating the digital roadmap
Founded in 1805, Pictet is a multinational private bank and asset manager which builds responsible partnerships with its…
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Asset Management
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Private Banking & Family Office
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Investor Onboarding
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Quilter
Tech transformation without missing a beat
Quilter, a leading provider of advice, investments and wealth management in the United Kingdom (UK), wanted to modernize and…
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Self Directed
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Private Banking & Family Office
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Financial Planning
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Raymond James Ltd
Raymond James Ltd enters into agreement with FNZ to accelerate its digital transformation
Toronto, ON: Raymond James Ltd., the largest independent financial services firm in Canada, today announced a strategic…
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Financial Planning
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SAVR
Transforming Nordic Wealth Management Together
A Pioneering Partnership In December 2023, SAVR, an innovative and disruptive player in Sweden’s investment landscape, partnered…