Wealth Management Platforms
Deliver advice that feels personal, effortless, and future-ready. Our platform is built to simplify complexity, so you can focus on providing value to your customers.
Start with what matters most to your business and add capabilities as you grow; from planning and portfolio tools to execution and custody. Everything connects, everything flows.
Thriving amid wealth management disruption
The industry is in flux, shaped by market volatility, rapid tech innovation, and shifting client priorities.
Regulatory complexity, rising cybersecurity threats, and margin pressure are reshaping priorities. Firms must balance compliance and risk management with the need to innovate and grow, without compromising trust or profitability.
Digital acceleration is rewriting the rules. AI and automation promise speed and personalization, but they also raise the stakes as digital-first challengers set new standards.
Clients expect more than advice. They want seamless experiences aligned with their values.
Winning in this environment means blending technology with human judgment, navigating regulation with confidence, and anticipating diverse client needs. The future belongs to firms that deliver trust and innovation in equal measure.
Solutions for wealth management
Wealth Platform
A fully integrated end-to-end suite of solutions supporting the entire wealth management lifecycle.
Advisor Hub
Fully digitized workspace for Advisors and Central Functions to support the Investment Management process at scale.
Portfolio Manager
Centralized tools for creating, monitoring, and rebalancing tailored client portfolios, with automated compliance and real-time analytics.
Onboarding
An agile, configurable and fully localized solution for different markets, which enables the automation and digitization of customer registration, complying with regulatory requirements and improving the user experience.
Digital Advisor
The latest innovations to make the journey faster, smarter, and more engaging.
Advice AI
Interact proactively and personally with clients, offer personalized advice and increase efficiency.
Client success stories
FAQ
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How does FNZ ensure your platform stays ahead in a fast-moving tech environment?
Built for the future. FNZ delivers continuous enhancements through a cloud-native architecture, automated updates, and embedded compliance. With enterprise-grade security at its core, we keep you agile, resilient, and ready for what’s next.
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How can AI reshape adviser-client interactions and boost productivity?
FNZ embeds AI across the platform to streamline workflows and elevate engagement. It automates repetitive tasks, surfaces actionable insights in real time, and powers personalized experiences, giving advisers more time for meaningful conversations while driving efficiency at scale.