FNZ Group
29 Case Studies
A FNZ Group 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.