Case Study: Quilter transforms its wealth platform with FNZ

Tech transformation without missing a beat

Quilter, a UK wealth management firm, faced the challenge of modernizing its platform. A successful and seamless data and asset migration was critical to avoid disrupting its advisers and their clients. To achieve this transformation, Quilter partnered with vendor FNZ on its platform transformation programme.

FNZ implemented a three-phase migration process that seamlessly transferred over £62.5 billion in assets, 490,000 customers, and 2.5 billion data items. The solution included an enhanced, user-centric platform for advisers and the introduction of FNZ's App Hub, which improved efficiency by connecting to third-party software. This established a path for Quilter's accelerated growth in the competitive UK market.

Quilter