Case Study: Aberdeen scales a leading UK IFA platform with FNZ Group

A FNZ Group Case Study

Preview of the aberdeen Case Study

Aberdeen - Customer Case Study

The customer, abrdn, a UK-based asset manager, needed to develop a sophisticated independent financial advice (IFA) platform without incurring the high initial costs typically associated with such a project. They partnered with vendor FNZ to collaborate on building this new technology solution.

FNZ implemented a state-of-the-art platform that manages all aspects of the retail client and IFA lifecycle, including onboarding and portfolio management. The solution scaled seamlessly, growing from £0 to over £86 billion in assets under administration. FNZ's platform now supports over 3,400 adviser firms and services more than 400,000 retail customers, establishing it as a leader in the UK market.


View this case study…

FNZ Group

29 Case Studies