List of FNZ Select Customers
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Since 2010, our global team of researchers has been studying FNZ Select 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 Select for Professional Services 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 Select for Professional Services include: Firstcape New Zealand, a New Zealand based Banking and Financial Services organisation with 300 employees and revenues of $80.0 million, Harbour Asset Management, a New Zealand based Banking and Financial Services organisation with 50 employees and revenues of $11.0 million, Consilium, a New Zealand based Banking and Financial Services organisation with 63 employees and revenues of $11.0 million, Jbwere, a New Zealand based Banking and Financial Services organisation with 80 employees and revenues of $8.0 million and many others.
Contact us if you need a completed and verified list of companies using FNZ Select, 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 Select 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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Consilium | Banking and Financial Services | 63 | $11M | New Zealand | FNZ | FNZ Select | Professional Services | 2026 | n/a |
In 2026 Consilium implemented FNZ Select, deploying the FNZ Select application as part of its Professional Services tooling to support wealth operations. The implementation targeted platform level administration and operational orchestration for Consilium, a New Zealand financial services firm with 63 employees, aligning the application with corporate service delivery for investment servicing.
Configuration emphasized functional modules typical of wealth platform deployments including client onboarding, portfolio administration, transaction processing, fee and billing engines, reconciliation workflows, and client reporting. The FNZ Select application was configured to enable rule based processing, automation of operational workflows, and centralized data models for holdings, transactions and client hierarchies to reduce manual reconciliation and streamline service delivery.
Integrations were scoped to connect FNZ Select with custodial and fund administration channels, client relationship management systems, and regulatory reporting feeds, consistent with Professional Services platform implementations. Operational coverage extended across operations, client services and compliance teams within Consilium in New Zealand, with governance changes to role based access controls, workflow handoffs and a phased rollout approach to manage operational continuity.
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Firstcape New Zealand | Banking and Financial Services | 300 | $80M | New Zealand | FNZ | FNZ Select | Professional Services | 2026 | n/a |
In 2026, Firstcape New Zealand implemented FNZ Select to centralize and standardize its wealth operations. The deployment of FNZ Select aligns with Firstcape New Zealand's Professional Services needs, positioning the application as the primary platform for operational workflows and client servicing across the firm.
The FNZ Select implementation was configured to support core wealth operations capabilities common to professional services platforms, including portfolio administration, client lifecycle servicing, transaction processing and operational reporting. FNZ Select was instrumented to handle workflow orchestration and automation consistent with wealth operations, enabling standardized processing models and role-based operational tasks.
Operational coverage focused on Firstcape New Zealand's wealth operations and back-office functions, with governance oriented around service level workflows, change control for operational processes and central administration of the FNZ Select environment. The implementation narrative centers on FNZ Select as the primary Professional Services application for Firstcape's New Zealand operations, embedding system-driven operational controls and standardized servicing workflows.
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Harbour Asset Management | Banking and Financial Services | 50 | $11M | New Zealand | FNZ | FNZ Select | Professional Services | 2026 | n/a |
In 2026, Harbour Asset Management implemented FNZ Select in New Zealand to consolidate core wealth operations for the firm. The implementation positions FNZ Select as the application supporting firmwide investment operations, and the Apps Category is Professional Services. The deployment scope targeted Harbour Asset Management's investment operations, client servicing and middle office teams across its New Zealand operations.
Configuration centered on portfolio administration, portfolio accounting, client reporting, order management and reconciliation modules, aligning with standard wealth operations workflows. FNZ Select was configured to support account opening, trade lifecycle management and compliance rule enforcement through configurable business rules and automation. Implementation choices emphasized standardized product and fee configuration and centralized data models for client and portfolio records.
Integrations were planned at a systems level for custodial connectivity, market data feeds, and reporting channels to external clients and regulators, with interfaces defined as secure file feeds and API endpoints where required. Operational coverage included investment operations, compliance, client reporting and finance, allowing a through the stack operational view from order capture to settlement. The architecture used a centralized data model to reduce manual reconciliation between front and back office records.
Governance changes accompanied the rollout with establishment of a single operations owner, formal change control, and revised standard operating procedures to reflect automated reconciliations and reporting schedules. The rollout was executed in phases to validate configuration and controls before broad operational cutover. Ongoing operational governance focused on data ownership, exception management workflows and periodic control reviews.
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Jbwere | Banking and Financial Services | 80 | $8M | New Zealand | FNZ | FNZ Select | Professional Services | 2026 | n/a |
In 2026, Jbwere implemented FNZ Select from FNZ in the Professional Services category to centralize wealth operations and support advisory workflows. The deployment targeted advisory and operations teams across Jbwere's New Zealand business, aligning the platform with the firm’s client servicing and back office processing scope.
The FNZ Select implementation focused on standard wealth operations capabilities, using the platform’s configuration layers to operationalize portfolio accounting, client reporting, trade lifecycle orchestration, and reconciliation workflows. FNZ Select was configured to enforce role based access controls, parameterized product definitions, and reporting templates to support recurring reporting and operational controls.
Integrations were established in line with wealth operations requirements, with FNZ Select ingesting custodial and market data feeds and exchanging transactional and reporting data with internal CRM and advisory reporting stores. Governance changes accompanied the rollout, including standardized operational runbooks, defined exception handling processes, and staged cutover sequencing for advisory and operations teams.
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