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  • 4.8 / 5.0 (1304)
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FNZ Group

Read 19 FNZ Group reviews and testimonials from customers, explore 29 case studies and customer success stories, and watch 2 customer videos to see why companies chose FNZ Group as their Wealth Management Software

FNZ is committed to opening up wealth so that everyone, everywhere can invest in their future on their terms. They know the foundation to do that already exists in the wealth management industry, but complexity holds firms back. They created wealth’s growth platform to help. They provide a global, end-to-end wealth management platform that integrates modern technology with business and investment operations. All in a regulated financial institution.

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  • 19 Testimonials View
  • 29 Case Studies View
  • 2 Customer Videos View
Customer Rating Review Score based on 252 reference ratings
4.8/5.0 (252)

19Testimonials

  • "FNZ have allowed us to reshape cumbersome procedures to completely transform how Pictet handles client document processing. We have dramatically improved our operational efficiencies, increased our visibility and accountability of …

    Peter Wintsch Chief Information Officer

  • "In developing IconiQ, we have ensured that advisers have access to one of the highest quality investment management and portfolio administration solutions at highly competitive prices. As an 'open architecture' …

    John Shuttleworth Chief Executive Officer

  • "Asking the right questions and picking the right forms at a given stage in a process had become a challenge for our relationship managers. Guided processes help us avoid unnecessary …

    Christian Klammer Senior Group Project Manager
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29 Case Studies

  • Colonial First State reaches $1 billion FUM in 200 business days with …

    Kelly Power Chief Executive Officer Superannuation

  • Swedbank invests in new platform for savings

    Kerstin Winlöf Head of Group Financial Products & Advice

  • Santander migrates £7 billion and serves 10 million customers with FNZ

28 more case studies currently locked

2 Customer Videos

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Additional FNZ Group Information & Resources

Read FNZ Group Reviews, Testimonials & Customer References from 19 real FNZ Group customers.

Browse FNZ Group Case Studies, Customer Success Stories, & Customer References from 29 businesses that use FNZ Group.

Watch FNZ Group Customer Videos to learn why 2 businesses chose FNZ Group.

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