We are wealth’s growth platform

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…

• 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

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In an industry often challenged by outdated technology, Consilium sought to revolutionise the wealth management experience for…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

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

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

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