Average Ratings 0 Ratings
Average Ratings 0 Ratings
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.
Description
Discover structured investment options, annuities, and targeted return ETF solutions, all accompanied by a range of analytical tools to help advisors concentrate on their clients' needs. Our diverse multimedia educational materials, which include short-form videos and PDFs, are designed for sharing essential product insights with clients at crucial moments. Offering a thorough education on various asset classes, from fundamental concepts to specific product details, ensures engaging and accessible learning for advisors with any level of experience. With tailored compliance tracking and supervisory instruments, advisors can navigate self-paced certification processes while enabling home offices to maintain real-time oversight. By automating and integrating processes, we provide seamless access to products and educational resources for wealth management firms and financial professionals. Streamlining education alongside operational and compliance supervision, while ensuring direct connectivity to a centralized product repository, fosters greater efficiencies in service delivery. Ultimately, this comprehensive approach empowers advisors to enhance client relationships and drive better financial outcomes.
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)
Yes
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
FNZ
Founded
2003
Country
New Zealand
Website
www.fnz.com/what-we-do/the-fnz-platform-as-a-service
Vendor Details
Company Name
SIMON Markets
Founded
2018
Country
United States
Website
www.simon.io/solutions/
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
Product Features
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