FNZ

www.fnz.com

FNZ is the leading global platform for wealth and asset management. With over $1.5tn in assets under administration, FNZ empowers the world’s leading financial institutions with a unique integrated end-to-end software, technology infrastructure and investment operations platform across North America, Europe and Asia-Pacific.

Who is FNZ and what services do they provide us?

FNZ work with trusted wealth management brands who share their ambition to create digital, hyper personalized and innovative products for every investor. They combine technology, infrastructure and investment operations in a single platform. This way, CI can focus on offering better end-investor experiences and growing wealth.

FNZ SA Financial Administration Solutions (Pty) Ltd (FSP 3733) is a subsidiary of the FNZ Group and authorised financial services provider in terms of the Financial Advisory and Intermediary Services Act.

Core Services:

• Administration Services (BPO)
• Instruction Receipt and Data Capturing Services
• Cash Management Services Accounting and Bank Reconciliations
• Specialised Administration Services
• Investment Product Administration
• Risk Services
• Compliance Services
• Tax Management.
• Call Centre Administration
• Query Management – Investment Queries

Communication Services

• Flexible Email and Interactive Services
• SMS Notification for Transactions
• Online Historical Correspondence Viewing

Integration Services

• Web Services Supporting Different Models and Utilisation
• STP Internet Services
• Online Real Time Access
• Mobile Applications
• Immediate Transaction Processing
• Leading Security Software
• IT Services
• Hardware and Infrastructure Hosting.