We are wealth’s growth platform

Abrdn

Modern advice platform with low start up costs

abrdn wanted to develop an advanced independent financial advice (IFA) platform in the United Kingdom (UK), without high…

• Financial Planning

Aviva

Workplace, D2C, advisor, ESG

Launching direct-to-consumer Aviva, one of the leading insurance and workplace retirement providers, sought to launch a…

• Financial Planning
• Workplace Retirement
• Self Directed

Axa

Digitizing manual processes

AXA is Switzerland’s leading insurance provider offering personal, property, liability and customized life insurance and pension…

• Insurance
• Investor Onboarding

Barclays

Wealth management integrated with brokerage

Barclays, the universal bank providing retail and institutional services including investment banking, saw an opportunity to…

• Self Directed

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…

• Private Banking & Family Office

CFS

Market-leading adviser proposition

Colonial First State (CFS) is a diverse superannuation, retirement and investment business that manages and administers over…

• Asset Management
• Financial Planning

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In an industry often challenged by outdated technology, Consilium sought to revolutionise the wealth management experience for…

• Financial Planning

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…

• Asset Management
• Financial Planning

Findex

Reducing complexity with one platform

Findex, one of Australasia’s leading providers of integrated financial advisory services, wanted to create a cohesive…

• Financial Planning

GVC Gaesco

GVC Gaesco, key partner of FNZ global wealth management platform in Spain

The partnership with the global wealth platform company is part of the global digital transformation strategy being developed by…

• Asset Management
• Financial Planning

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…

• Insurance
• Workplace Retirement

Investec

Seamless onboarding with improved compliance

Investec Bank Switzerland considers the client services department important in differentiating its offering. Happy and…

• Private Banking & Family Office
• Investor Onboarding

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…

• Private Banking & Family Office
• Investor Onboarding

Momentum

Momentum Wealth partners with FNZ

Momentum Wealth, one of the largest linked investment service providers (LISPs) in South Africa with assets under administration…

• Financial Planning

Pictet & Cie

Accelerating the digital roadmap

Founded in 1805, Pictet is a multinational private bank and asset manager which builds responsible partnerships with its…

• Asset Management
• Private Banking & Family Office
• Investor Onboarding

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…

• Self Directed
• Private Banking & Family Office
• Financial Planning

SAVR

SAVR partners with FNZ to launch a next generation Nordic investment platform

Savings company SAVR has partnered with FNZ, the global wealth management platform, to elevate its digital investment platform…

• Self Directed

Sanlam

Sanlam and FNZ complete major migration in South Africa

The ongoing partnership with Sanlam reflects FNZ’s significant momentum and commitment to growth in the African market.

• Asset Management

Santander

Transforming legacy technology

Santander, one of the world’s major global banks, was working with a legacy direct-to-customer wealth management proposition…

• Self Directed
• Asset Management
• Financial Planning

Singlife

Making insurance digital, affordable and convenient

Singlife was a new Life Insurer in Singapore with a big ambition: to disrupt the insurance industry in the region. By focusing…

• Self Directed
• Insurance