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Technology/Software & Services
Wealth Management Solutions
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242 Employees | 5 Contacts
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10th Floor, 135 Bishopsgate, London, EC2M-3TP, GBR

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FNZ

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Transforming Wealth Management with Seamless Technology and Personalized Solutions

In the Investment & Securities Industry, this company operates a global, end-to-end wealth management platform that seamlessly integrates technology, business, and investment operations within a regulated financial institution. By partnering with over 650 financial institutions and 12,000 wealth managers, and managing US$1.5 trillion in assets under administration (AUA), they aim to modernize and simplify the fragmented wealth management value chain. This allows asset managers and advisors to deliver highly personalized and differentiated experiences to their clients, while also ensuring compliance with regional regulations. Through advanced digital capabilities and extreme automation, their platform empowers customers to scale efficiently, cut costs, and focus their resources on delivering unique investor propositions.

The company's mission is to open up wealth, enabling over 24 million people across all wealth segments to confidently invest in their future. They achieve this by breaking down technological and operational barriers, creating a transparent and personalized investment experience for each end-investor. Their innovation-driven approach helps wealth professionals quickly adapt to evolving customer expectations and marketplace demands. This organization thrives on strategic partnerships with prominent financial institutions, continuously delivering real-world results and ensuring that their clients succeed by improving their market propositions and operational efficiencies.

Transforming Wealth Management with Seamless Technology and Personalized Solutions

In the Investment & Securities Industry, this company operates a global, end-to-end wealth management platform that seamlessly integrates technology, business, and investment operations within a regulated financial institution. By partnering with over 650 financial institutions and 12,000 wealth managers, and managing US$1.5 trillion in assets under administration (AUA), they aim to modernize and simplify the fragmented wealth management value chain. This allows asset managers and advisors to deliver highly personalized and differentiated experiences to their clients, while also ensuring compliance with regional regulations. Through advanced digital capabilities and extreme automation, their platform empowers customers to scale efficiently, cut costs, and focus their resources on delivering unique investor propositions.

The company's mission is to open up wealth, enabling over 24 million people across all wealth segments to confidently invest in their future. They achieve this by breaking down technological and operational barriers, creating a transparent and personalized investment experience for each end-investor. Their innovation-driven approach helps wealth professionals quickly adapt to evolving customer expectations and marketplace demands. This organization thrives on strategic partnerships with prominent financial institutions, continuously delivering real-world results and ensuring that their clients succeed by improving their market propositions and operational efficiencies.

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10th Floor, 135 Bishopsgate, London, EC2M-3TP, GBR

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Charlotte

128 South Tryon Street, 19th Floor, Charlotte, NC 28202-5001, USA