List of FNZ Platform Customers
London, SW1Y 4LB,
United Kingdom
Since 2010, our global team of researchers has been studying FNZ Platform customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased FNZ Platform for Portfolio and Investment Performance and Planning from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using FNZ Platform for Portfolio and Investment Performance and Planning include: Aviva Insurance, a United Kingdom based Insurance organisation with 24364 employees and revenues of $40.87 billion, Santander UK, a United Kingdom based Banking and Financial Services organisation with 19800 employees and revenues of $6.47 billion, Vanguard United Kingdom, a United Kingdom based Banking and Financial Services organisation with 800 employees and revenues of $250.0 million and many others.
Contact us if you need a completed and verified list of companies using FNZ Platform, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The FNZ Platform customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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Aviva Insurance | Insurance | 24364 | $40.9B | United Kingdom | FNZ | FNZ Platform | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018 Aviva Insurance implemented the FNZ Platform to launch a direct to consumer wealth management proposition and to consolidate its large adviser platform and workplace retirement MyMoney services across the United Kingdom. The project was framed against Portfolio and Investment Performance and Planning requirements, positioning the FNZ Platform as the centralized investment and servicing layer for both retail and intermediary channels.
Implementation detail focused on platform configuration and workflow automation consistent with a portfolio and investment operations stack. Module usage inferred from the case description included adviser platform capabilities, workplace pensions servicing, and FNZ Impact ESG tooling, with standard Portfolio and Investment Performance and Planning functionality such as client onboarding workflows, portfolio construction and rebalancing orchestration, investment performance reporting, and consolidated account servicing.
Operational coverage prioritized UK wealth and workplace pension business functions, shifting adviser servicing and workplace retirement operations onto the FNZ Platform to support direct to consumer distribution and adviser volumes. Governance and rollout emphasized a single platform control plane for product configuration, client lifecycle processes, and compliance oriented data controls, and outcomes explicitly noted were an improved digital customer experience and the ability to scale assets under administration and adviser volumes on the FNZ Platform.
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Santander UK | Banking and Financial Services | 19800 | $6.5B | United Kingdom | FNZ | FNZ Platform | Portfolio and Investment Performance and Planning | 2018 | n/a |
In 2018, Santander UK deployed the FNZ Platform to establish an integrated Investment Hub within its UK retail online banking environment. The deployment converted the bank's direct to consumer wealth proposition into a platform-based portfolio and wealth management service and migrated roughly £7bn of assets under administration while opening access to millions of customers through retail digital channels.
The FNZ Platform implementation focused on Portfolio and Investment Performance and Planning capabilities, including a digital advice layer described as a Digital Investment Adviser, model portfolio administration, and automated portfolio servicing workflows. Configuration work centered on model portfolio construction, customer onboarding flows for advice and execution only propositions, and operational automation for rebalancing and cash management consistent with wealth management best practices.
Integrations were anchored to Santander UK retail online banking to deliver an embedded Investment Hub experience, and the platform was provisioned to support retail wealth and digital teams as primary operational owners. The scope covered digital channels and retail wealth operations, enabling customer account access, consolidated view of invested assets, and managed portfolio servicing across the bank's UK customer base.
Governance activity included establishing model governance and oversight for the Digital Investment Adviser and standardized portfolio rules, together with operational handoffs between digital product teams and wealth operations. The project narrative explicitly records the FNZ Platform deployment, the migration of roughly £7bn of AUA, and the opening of the investment service to millions of Santander UK customers.
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Vanguard United Kingdom | Banking and Financial Services | 800 | $250M | United Kingdom | FNZ | FNZ Platform | Portfolio and Investment Performance and Planning | 2017 | n/a |
In 2017, Vanguard United Kingdom implemented the FNZ Platform to build a modern, branded self-directed investor platform across countries outside the US including the UK. Vanguard United Kingdom implemented FNZ Platform in the Portfolio and Investment Performance and Planning category to support self-directed retail portfolio management and the customer facing digital client experience.
The implementation delivered account type coverage for ISA, Junior ISA, General Investment Account and later SIPP capability, combining portfolio management, performance reporting and client portal functionality aligned with Portfolio and Investment Performance and Planning solutions. Configuration focused on branded retail workflows, online account opening, holdings and valuation reporting, and self-directed portfolio management features to serve individual investors.
Rollout was phased to introduce ISA and related account types first with SIPP added later, operating across the UK and other non US markets in scope for Vanguard United Kingdom, and governance emphasized retail product configuration and consistent customer experience. The FNZ Platform implementation earned high customer ratings and Which? recommendations, providing external recognition of the self-directed investment platform.
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