FNZ Wealth Management Platform

FNZ is a wealth management platform provider serving banks, wealth managers, insurers and asset managers. Its regulatory disclosures list entities in the UK, Ireland, Australia, South Africa and New Zealand, and the site reports more than US$2.5 trillion in assets on platform and nearly 30 million end investors.

The platform is modular and API-driven and can be used as a full stack or as standalone modules. It covers KYC and onboarding, financial planning and advice, portfolio management and rebalancing, book of record, order management, execution, custody, clearing and regulatory reporting, plus advisor tools and AI features. Named clients on the site include Santander, Vanguard, Aviva, Barclays and Lloyds Bank.

• Wealth management platforms: full-stack or standalone modules for wealth firms.
• Advisor tools: advisor copilots, structured meeting follow-ups and productivity tools.
• Asset management distribution: platform support for distributing funds to clients.
• Trade and post-trade services: order management, execution, custody and clearing.
• Portfolio functions: onboarding, planning, rebalancing and book of record.
• Data and AI: analytics using machine learning and generative AI.

A Vietnamese bank building an integrated advisor and digital wealth channel. An asset manager distributing funds through a shared platform. An insurer or securities firm that wants modular back-office automation for investment products.

Lower total cost of ownership and faster time to market, according to the vendor. Modular design lets firms adopt only the modules they need. Back- and middle-office automation. Aviva deployed an advisor, D2C and ESG solution in nine months, per the platform page.

Banks, insurers and asset managers in Asia are consolidating wealth operations onto shared platforms, and FNZ has been building its Asia Pacific team. Vietnamese banks and securities firms with growing affluent segments face the same need for integrated onboarding, advice and execution.

Regulated entities listed on the disclosures page include FNZ (UK) Ltd and FNZ (Europe) DAC, authorised since 2020-12. Group President Roman Regelman. Asia Pacific head appointed in 2025-03 and based in Sydney. Founding year and headquarters are not stated on the pages fetched.