Case Study: Findex achieves a unified wealth platform with FNZ Group

Findex - Customer Case Study

The customer, Findex, an Australasian financial advisory firm, faced the challenge of a fractured fintech ecosystem and sought to develop a cohesive, multi-channel investment platform to serve all types of investors. They partnered with the vendor, FNZ Group, to create a new platform, later named Centric, to reduce complexity and lead the market.

FNZ Group architected the Centric platform to provide a wide range of integrated wealth management services in a single place, including investments, advice, and accounting. This solution gave users a single view of their financial picture and was built on key principles of reducing cost, prioritizing user experience, and enabling continuous innovation. FNZ and Findex continue to work in close partnership on a joint roadmap for future enhancements.

Findex