www.fnz.com Open in urlscan Pro
2600:9000:225a:6a00:11:58aa:f300:93a1  Public Scan

Form analysis
6 forms found in the DOM

<form>
  <fieldset>
    <legend class="visuallyhidden">Consent Selection</legend>
    <div id="CybotCookiebotDialogBodyFieldsetInnerContainer">
      <div class="CybotCookiebotDialogBodyLevelButtonWrapper"><label class="CybotCookiebotDialogBodyLevelButtonLabel" for="CybotCookiebotDialogBodyLevelButtonNecessary"><span
            class="CybotCookiebotDialogBodyLevelButtonDescription">Necessary</span></label>
        <div class="CybotCookiebotDialogBodyLevelButtonSliderWrapper CybotCookiebotDialogBodyLevelButtonSliderWrapperDisabled"><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonNecessary"
            class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelButtonDisabled" disabled="disabled" checked="checked"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></div>
      </div>
      <div class="CybotCookiebotDialogBodyLevelButtonWrapper"><label class="CybotCookiebotDialogBodyLevelButtonLabel" for="CybotCookiebotDialogBodyLevelButtonPreferences"><span
            class="CybotCookiebotDialogBodyLevelButtonDescription">Preferences</span></label>
        <div class="CybotCookiebotDialogBodyLevelButtonSliderWrapper"><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonPreferences" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox"
            data-target="CybotCookiebotDialogBodyLevelButtonPreferencesInline" checked="checked" tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></div>
      </div>
      <div class="CybotCookiebotDialogBodyLevelButtonWrapper"><label class="CybotCookiebotDialogBodyLevelButtonLabel" for="CybotCookiebotDialogBodyLevelButtonStatistics"><span
            class="CybotCookiebotDialogBodyLevelButtonDescription">Statistics</span></label>
        <div class="CybotCookiebotDialogBodyLevelButtonSliderWrapper"><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonStatistics" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox"
            data-target="CybotCookiebotDialogBodyLevelButtonStatisticsInline" checked="checked" tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></div>
      </div>
      <div class="CybotCookiebotDialogBodyLevelButtonWrapper"><label class="CybotCookiebotDialogBodyLevelButtonLabel" for="CybotCookiebotDialogBodyLevelButtonMarketing"><span
            class="CybotCookiebotDialogBodyLevelButtonDescription">Marketing</span></label>
        <div class="CybotCookiebotDialogBodyLevelButtonSliderWrapper"><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonMarketing" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox"
            data-target="CybotCookiebotDialogBodyLevelButtonMarketingInline" checked="checked" tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></div>
      </div>
    </div>
  </fieldset>
</form>

---

<form><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonNecessaryInline" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelButtonDisabled" disabled="disabled" checked="checked"> <span
    class="CybotCookiebotDialogBodyLevelButtonSlider"></span></form>

---

<form><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonPreferencesInline" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox" data-target="CybotCookiebotDialogBodyLevelButtonPreferences"
    checked="checked" tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></form>

---

<form><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonStatisticsInline" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox" data-target="CybotCookiebotDialogBodyLevelButtonStatistics"
    checked="checked" tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></form>

---

<form><input type="checkbox" id="CybotCookiebotDialogBodyLevelButtonMarketingInline" class="CybotCookiebotDialogBodyLevelButton CybotCookiebotDialogBodyLevelConsentCheckbox" data-target="CybotCookiebotDialogBodyLevelButtonMarketing" checked="checked"
    tabindex="0"> <span class="CybotCookiebotDialogBodyLevelButtonSlider"></span></form>

---

<form class="CybotCookiebotDialogBodyLevelButtonSliderWrapper"><input type="checkbox" id="CybotCookiebotDialogBodyContentCheckboxPersonalInformation" class="CybotCookiebotDialogBodyLevelButton"> <span
    class="CybotCookiebotDialogBodyLevelButtonSlider"></span></form>

---

Text Content

Powered by Cookiebot
 * Consent
 * Details
 * [#IABV2SETTINGS#]
 * About


CHOOSE YOUR COOKIE SETTINGS

We use first and third-party cookies to enhance site navigation and analyse site
usage. You can read more in our Website Terms and Conditions of Use and Privacy
Policy.



Consent Selection
Necessary

Preferences

Statistics

Marketing

Show details
 * Necessary 9
   
   
   Necessary cookies help make a website usable by enabling basic functions like
   page navigation and access to secure areas of the website. The website cannot
   function properly without these cookies.
   
    * Canva
      4
      Learn more about this provider
      __cfruidThis cookie is a part of the services provided by Cloudflare -
      Including load-balancing, deliverance of website content and serving DNS
      connection for website operators.
      Expiry: SessionType: HTTP
      CCKThe cookie is necessary for secure log-in and the detection of any spam
      or abuse of the website.
      Expiry: 1 dayType: HTTP
      CDIThe cookie is necessary for secure log-in and the detection of any spam
      or abuse of the website.
      Expiry: 1 yearType: HTTP
      CPANecessary for the website security.
      Expiry: 1 dayType: HTTP
    * Cookiebot
      2
      Learn more about this provider
      CookieConsentStores the user's cookie consent state for the current domain
      Expiry: 1 yearType: HTTP
      1.gifUsed to count the number of sessions to the website, necessary for
      optimizing CMP product delivery.
      Expiry: SessionType: Pixel
    * fnz.com
      1
      closestOfficePending
      Expiry: SessionType: HTML
    * hubspot.com
      canva.com
      
      2
      _cfuvid [x2]Pending
      Expiry: SessionType: HTTP

 * Preferences 1
   
   
   Preference cookies enable the website to remember information that changes
   the way the website behaves or looks, like your preferred language or the
   region that you are in.
   
    * Canva
      1
      Learn more about this provider
      dv_last_pagehide_tsThis cookie is part of a bundle of cookies which serve
      the purpose of content delivery and presentation. The cookies keep the
      correct state of font, blog/picture sliders, color themes and other
      website settings.
      Expiry: PersistentType: HTML

 * Statistics 12
   
   
   Statistic cookies help website owners understand how visitors interact with
   websites, by collecting and reporting information anonymously.
   
    * Google
      3
      Learn more about this provider
      _gaRegisters a unique ID that is used to generate statistical data on how
      the visitor uses the website.
      Expiry: 2 yearsType: HTTP
      _ga_#Used by Google Analytics to collect data on the number of times a
      user has visited the website as well as dates for the first and most
      recent visit.
      Expiry: 2 yearsType: HTTP
      tdRegisters statistical data on users' behaviour on the website. Used for
      internal analytics by the website operator.
      Expiry: SessionType: Pixel
    * Hubspot
      5
      Learn more about this provider
      __hsscIdentifies if the cookie data needs to be updated in the visitor's
      browser.
      Expiry: 1 dayType: HTTP
      __hssrcUsed to recognise the visitor's browser upon reentry on the
      website.
      Expiry: SessionType: HTTP
      __hstcSets a unique ID for the session. This allows the website to obtain
      data on visitor behaviour for statistical purposes.
      Expiry: 180 daysType: HTTP
      hubspotutkSets a unique ID for the session. This allows the website to
      obtain data on visitor behaviour for statistical purposes.
      Expiry: 180 daysType: HTTP
      __ptq.gifSends data to the marketing platform Hubspot about the visitor's
      device and behaviour. Tracks the visitor across devices and marketing
      channels.
      Expiry: SessionType: Pixel
    * Vimeo
      1
      Learn more about this provider
      vuidCollects data on the user's visits to the website, such as which pages
      have been read.
      Expiry: 2 yearsType: HTTP
    * hubspot.com
      canva.com
      vimeo.com
      
      3
      __cf_bm [x3]This cookie is used to distinguish between humans and bots.
      This is beneficial for the website, in order to make valid reports on the
      use of their website.
      Expiry: 1 dayType: HTTP

 * Marketing 4
   
   
   Marketing cookies are used to track visitors across websites. The intention
   is to display ads that are relevant and engaging for the individual user and
   thereby more valuable for publishers and third-party advertisers.
   
    * Canva
      3
      Learn more about this provider
      cf_clearanceThis cookie is used to distinguish between humans and bots.
      Expiry: 1 yearType: HTTP
      dv_last_interactionStores data on the time spent on the website and its
      sub-pages, during the current session.
      Expiry: PersistentType: HTML
      ASIThe cookie is necessary for secure log-in and the detection of any spam
      or abuse of the website.
      Expiry: SessionType: HTTP
    * Google
      1
      Learn more about this provider
      ads/ga-audiencesUsed by Google AdWords to re-engage visitors that are
      likely to convert to customers based on the visitor's online behaviour
      across websites.
      Expiry: SessionType: Pixel

 * Unclassified 0
   Unclassified cookies are cookies that we are in the process of classifying,
   together with the providers of individual cookies.
   
   We do not use cookies of this type.

Cross-domain consent[#BULK_CONSENT_DOMAINS_COUNT#] [#BULK_CONSENT_TITLE#]
List of domains your consent applies to: [#BULK_CONSENT_DOMAINS#]
Cookie declaration last updated on 09/12/2023 by Cookiebot


[#IABV2_TITLE#]

[#IABV2_BODY_INTRO#]
[#IABV2_BODY_LEGITIMATE_INTEREST_INTRO#]
[#IABV2_BODY_PREFERENCE_INTRO#]
[#IABV2_LABEL_PURPOSES#]
[#IABV2_BODY_PURPOSES_INTRO#]
[#IABV2_BODY_PURPOSES#]
[#IABV2_LABEL_FEATURES#]
[#IABV2_BODY_FEATURES_INTRO#]
[#IABV2_BODY_FEATURES#]
[#IABV2_LABEL_PARTNERS#]
[#IABV2_BODY_PARTNERS_INTRO#]
[#IABV2_BODY_PARTNERS#]

More information:


 * Cookie-faq
 * HTTP cookie
 * Cookie statement
   


Do not sell or share my personal information
Use necessary cookies only Allow selection Customize

Allow all cookies
Powered by Cookiebot by Usercentrics
skip to content



FNZ

Toggle Main Navigation Toggle Main Navigation
 * Platform
    * Overview
    * Automation
    * Regulation
   
    * Transition
    * Sustainable Finance
    * FNZ Connect
   
   FNZ and BCG report
   
   
   SCALABLE TECH AND OPERATIONS IN WEALTH AND ASSET MANAGEMENT
   
   Download report
   
 * Solutions
    * Financial Planning
    * Asset Management
    * Execution, Clearing & Custody
    * Insurance
   
    * Private Banking & Family Office
    * Self-Directed
    * Workplace Retirement
   
   Blog
   
   
   PERSONALIZATION IN A DIGITAL WORLD
   
   Read article
   
 * Customers
 * Insights & News
 * Careers
    * Careers at FNZ
    * Culture & Values
    * Why FNZ
   
    * Graduates Program
    * FNZ Academy
    * Meet Our Teams
   
   Press release
   
   
   FNZ LAUNCHES TRANSFORMATIVE BENEFITS PACKAGE TO DRIVE DIVERSITY AND SUPPORT
   EMPLOYEES GLOBALLY
   
   Read press release
   

Contact




OPENINGUP WEALTHTOGETHER

Helping everyone, everywhere invest in their future, on their terms.

FNZ believes everyone can create a better life by saving, investing, and
managing their money well. We know the foundation to do that already exists in
the wealth management industry, but complexity holds firms back.

We created wealth’s growth platform to help. We partner with over 650 financial
institutions and 12,000 wealth managers, with US$1.5 trillion in assets under
administration (AUA). Together with our customers, we help over 20 million
people from all wealth segments to invest in their future.

Our purpose

Play this video on Vimeo


WE ARE WEALTH’S GROWTH PLATFORM

Financial institutions and asset managers face complexity around technology,
operations, and infrastructure. This prevents them from delivering
differentiated value to end investors and advisors.

So we provide a global, end-to-end wealth management platform that integrates
modern technology, business and investment operations. All in a regulated
financial institution which connects to a universe of investment products.

Learn more about how we partner with customers to deliver frictionless wealth
management.

About our platform

20m+

End customers

12k+

Independent wealth managers

1.5tn+

Assets under administration (USD)

650+

Financial institutions

0+

Locations

0+

Employees

0+

Nationalities


LOCAL BUSINESS ON A GLOBAL PLATFORM

Our customers benefit from the power of scale with our global, digital-first
wealth management platform.

We also have regional expertise, with local data centers, client service,
operations and compliance.

Global Platform Local Business


OUR CUSTOMER PARTNERSHIPS

Asset Managers
Insurance
Investment Banks
Private Banks & Family Offices
Retail & Digital Banks
Retail Investment Manager
Workplace Retirement

UOB

UOB, a leading Asia-based asset manager, partnered with FNZ to develop a
first-in-market digital solution, enabling corporate investors to access
customized portfolios. They also selected FNZ to manage technology operations.

Asset management solutions

Read success story



Generali

Generali, one of the world’s largest insurance companies, worked with FNZ to
develop a market-leading digital proposition to engage young investors in
Switzerland.

Insurance solutions

Read success story



UBS

One of the largest global investment banks, UBS, worked with FNZ to upgrade its
technology landscape for post-trade operations in Australia. Through this
migration, UBS and FNZ aim to ensure that more end investors can access a
greater variety of investments more efficiently.

Execution, clearing & custody solutions

Read press release



Bergos

Bergos, an independent Swiss private bank specializing in wealth management,
successfully launched its new core banking solution in partnership with FNZ. The
new Bergos Mobile App provides a range of features that allow them to manage
their finances on the go.

Private banking solutions

Read press release



Santander

Santander, a major global banking institution, worked with FNZ to transform a
legacy wealth management proposition to a modern, direct-to-consumer experience
that is fully integrated with retail banking services.

Self-directed solutions

Read success story



Vanguard

Vanguard, one of the world’s largest and most revered financial institutions,
wanted to develop a more modern, intuitive digital platform. They worked with
FNZ to deliver an improved direct experience while maintaining their strong
brand image.

Self-directed solutions

Read success story



Aviva

Aviva worked with FNZ to develop and integrate a customer-centric experience in
an accelerated nine-month deployment, then integrated an award-winning
sustainable investing solution.

Workplace retirement solutions

Read Aviva success story




TRUSTED BY 650+ FINANCIAL INSTITUTIONS AND 12,000+ INDEPENDENT WEALTH MANAGERS

 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 
 * 

View More


WE HELP OUR CUSTOMERS OPEN UP WEALTH. FOR EACH CUSTOMER, THAT MEANS SOMETHING A
LITTLE DIFFERENT.

Read success stories


Careers


JOIN US AS WE OPEN UP WEALTH

At FNZ, you have the opportunity to make an impact on the world as we deliver
our purpose of opening up wealth. We’re dedicated to attracting and developing
the very best talent – and we have a number of exciting opportunities for people
to join our global business.

Join us today



FEATURED INSIGHTS & NEWS


COLONIAL FIRST STATE LAUNCHES CFS EDGE





ADRIAN DURHAM INTERVIEW LIVE ON BLOOMBERG TV





PARTNERING FOR SCALE: FNZ AND BCG REPORT




WHY FNZ

We remove friction from wealth management, enabling our customers to create
personalized and scalable end-investor experiences.

Explore our platform



HYPER-PERSONALIZATION

Our open-platform environment enables customers to dynamically compose
hyper-personalized digital experiences across the entire wealth continuum - at
tremendous scale. Our digital-native technology helps advisors and asset
managers extend their platform with third-party apps and APIs to create
differentiated end-investor experiences.


EXTREME AUTOMATION

FNZ deploys extreme automation on behalf of our customers, enabling scale in
back and middle office and investment operations activities. With repeatable
tasks all automated, our customers can focus resources on bringing their unique
investor and advisor proposition to life.


PARTNERSHIP FOR GROWTH

We are trusted and true partners in our customers' growth. Our customers own the
platform experience, ensuring their value proposition and branding shine. It's
as if we don't exist. We like to say when our customers win, we win. And our fee
model is based on AUA, so we are linked to our customers' success over the long
term and costs become more predictable.


REGIONAL REGULATION

We are regulated in most of the regions where we operate, with new entities
added as we expand, so customers are assured they work within a compliant
system. Our monitoring program develops annual plans that can include upcoming
or in-progress regulatory changes by region, approved by local executive and
relevant board committees.




FRICTIONLESS VALUE CHAIN

We have removed friction from the fragmented wealth management value chain,
connecting asset managers with financial advice systems. This integrates
manufacturing with distribution, using technology to help construct and deliver
personalized portfolios.


END-TO-END EXPERIENCE

Our platform integrates modern technology, business and investment operations,
and infrastructure all in one seamless experience. This enables our customers to
personalize and accelerate differentiation of their brand, while we scale and
operationalize tasks that can be automated.


FOR MORE INFORMATION, REACH OUT TODAY.

Contact us

Subscribe to our newsletter



 * COMPANY
   
   * Our Purpose
   * Leadership
   * Media Toolkit


 * PLATFORM
   
   * Overview
   * Automation
   * Regulation
   * Transition
   * Sustainable Finance
   * FNZ Connect


 * SOLUTIONS
   
   * Financial Planning
   * Asset Management
   * Execution, Clearing & Custody
   * Insurance
   * Private Banking & Family Office
   * Self-Directed
   * Workplace Retirement


 * CUSTOMER SUCCESS STORIES
   
   * View All


 * INVESTORS
   
   * View All


 * INSIGHTS & NEWS
   
   * View All
   * Press Releases
   * Articles
   * Hot Topics
   * Reports
   * Videos


 * CAREERS
   
   * Careers at FNZ
   * Culture & Values
   * Why FNZ
   * Graduates Program
   * FNZ Academy
   * Meet Our Teams


 * GET IN TOUCH
   
   * Contact Us
   * Office Locations
   * Subscribe to our newsletter
   * LinkedIn
   * Facebook
   * X

© FNZ Group 2023


NEAREST OFFICE

Birmingham

6th Floor Temple Point, 1 Temple Row, B2 5LG, Birmingham, United Kingdom

P: +44 (0) 303 333 3330
F: +44 (0) 844 655 0606
 * Legal
 * Privacy Policy
 * Regulatory Disclosures


NEAREST OFFICE