Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Sophisticated user experiences are crafted using our powerful API, which is trusted by top investment advisors who rely on AdvisoryWorld's web applications for their wealth management processes. Users can discover and evaluate investment opportunities based on a multitude of factors, including asset classification, manager experience, performance metrics, and investment style specifics. Investments can be meticulously compared using data on diversification and performance indicators such as Asset Allocation, Hypothetical Historical Performance, and various MPT Statistics like Standard Deviation, Sharpe Ratio, Beta, and Alpha, along with P/E Ratio, Duration, Expense Ratio, and geographical and sector classifications. Additionally, users can create tailored Asset Fact Sheets and conduct side-by-side investment comparisons effortlessly. The platform enables the construction and analysis of portfolios utilizing advanced financial modeling tools, all within a streamlined user interface. Users can also examine how factors like dividend and capital gain reinvestment, fees, sales charges, and rebalancing rates influence portfolio growth over time, ensuring a comprehensive understanding of investment dynamics. This holistic approach ensures that advisors can make informed decisions to optimize their clients' financial outcomes.
Description
FNZ offers a platform-as-a-service that merges top-tier technology, robust IT infrastructure, and comprehensive investment operations into one cohesive solution. The integration of front office digital delivery with back-office functions and localized hosting ensures a seamless operational flow. We prioritize security, resilience, and scalability, constantly striving to enhance our offerings. Our platforms utilize advanced technology safeguarded by premier cyber security protocols. With extensive experience in deploying platforms and executing large-scale migrations, we rely on our proprietary migration engine for efficiency. Our cutting-edge IT infrastructure guarantees consistent security, availability, performance, and scalability across all services at any given time. We deliver digital-first solutions from either domestic or regional data centers managed by FNZ, ensuring optimal service delivery. By employing automated end-to-end straight-through processing and control monitoring, FNZ provides robust asset-servicing solutions that meet industrial standards. This commitment to excellence positions FNZ as a leader in the platform services landscape.
API Access
Has API
No
API Access
Has API
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
Yes
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
AdvisoryWorld
Founded
1987
Country
United States
Website
www.advisoryworld.com
Vendor Details
Company Name
FNZ
Founded
2003
Country
New Zealand
Website
www.fnz.com/what-we-do/the-fnz-platform-as-a-service
Product Features
Financial Risk Management
Compliance Management
No
Credit Risk Management
No
For Hedge Funds
Yes
Liquidity Analysis
No
Loan Portfolio Management
No
Market Risk Management
No
Operational Risk Management
No
Portfolio Management
Yes
Portfolio Modeling
Yes
Risk Analytics Benchmarks
No
Stress Tests
No
Value At Risk Calculation
No
Investment Management
Accounting Management
No
Benchmarking
No
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
No
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
No
Payroll & Commissions
No
Performance Metrics
No
Portfolio Management
No
Risk Management
No
Product Features
Investment Management
Accounting Management
Yes
Benchmarking
Yes
Bonds / Stocks
Yes
Client Management
Yes
Commodities
No
Compliance Reporting
Yes
Data Import / Export
Yes
For Investment Advisors
Yes
For Investors & Traders
Yes
Fund Management
Yes
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
Yes