 FNZ provides the technology and investment servicing that powers the AXA and Standard Life wrap and fund platforms in the UK and the wrap platforms of most major financial institutions in New Zealand including ING, AMP, Tower Asset Management, Bank of New Zealand and ANZ Bank.
The FNZ platform provides financial advisers with:
- multi-currency trading and settlement in whole-of-market mutual funds, listed shares and cash;
- sophisticated customer portfolio management and reporting tools; and
- financial planning tools that support the provision of financial advice, lifetime modelling, plan implementation and review.
Advice and execution are seamlessly integrated to enable financial advisers to more efficiently provide a high quality service to their customers.
By providing a white-labelled and highly configurable service, FNZ enables major financial institutions to deliver a distributor-centric proposition that builds value in IFA businesses. Straight-through-processing is used to decentralise administration and transform the service delivery model in the insurance industry. www.fnz.co.uk
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