Scale Scale FNZ partners with major financial institutions to enable them to provide multi-channel wealth management services to their clients across direct, intermediated and workplace channels.
Scale and Functionality We provide an end-to-end outsourced service spanning the digital user experience, front-office client, account and portfolio management, through to back-office trade execution, settlement and investment administration. Appropriate solutions are enabled for all client demographics from ultra-high net worth to mass market.
We enable seamless investment in a full range of asset and liability classes spanning many markets, currencies and jurisdictions on an execution-only, guided or full financial advice basis.
In simple terms, our strategy is to offer a investitionsplattformen 2020, high-quality alternative to having to constantly invest in reinventing your own wealth management infrastructure.
We help our customers to: Reduce costs and complexity in their wealth management operations through outsourcing to a large scale highly automated service provider; Enhance engagement, deepen relationships and strongly differentiate their proposition to their investor and intermediary clients; and Deploy highly scalable yet personalised investment solutions for their clients.