List of FNZ Wealth Platform Customers
London, SW1Y 4LB,
United Kingdom
Since 2010, our global team of researchers has been studying FNZ Wealth 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 Wealth Platform for Asset and Wealth Management 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 Wealth Platform for Asset and Wealth Management include: Bank of New Zealand, a New Zealand based Banking and Financial Services organisation with 5541 employees and revenues of $2.20 billion, Standard Life Aberdeen, a United Kingdom based Banking and Financial Services organisation with 4719 employees and revenues of $1.90 billion, AMP, a Australia based Banking and Financial Services organisation with 2366 employees and revenues of $563.0 million and many others.
Contact us if you need a completed and verified list of companies using FNZ Wealth 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 Wealth 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 | Insight Source |
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AMP | Banking and Financial Services | 2366 | $563M | Australia | FNZ | FNZ Wealth Platform | Asset and Wealth Management | 2020 | n/a | In 2020, AMP implemented the FNZ Wealth Platform. The FNZ Wealth Platform is deployed as AMP’s Asset and Wealth Management solution to underpin client-delegated Investment Operations and a first line Control and Monitoring function, and the platform is used to provide evidence that FNZ meets performance, control, and compliance standards across delegated services. Implementation focused on platform capabilities for data extraction, reconciliation, control sampling, operational reporting, trend analysis, and record management. The FNZ Wealth Platform configuration supports automated daily internal client money reconciliation, tolerance-based sample review workflows, scheduled data extracts for trend analysis, and consolidated operational reporting to support the Control and Oversight team’s obligations. Operational coverage centers on Investment Operations teams and the Control & Oversight function within FNZ servicing AMP platform activities, with responsibilities extending across client-delegated processes. The deployment emphasizes systematic use of the platform’s information systems for record keeping, report distribution, and timely communication to operations managers, regulators, and auditors, and where extracts are not available the team conducts tolerance-based sample reviews guided by risk assessment and policy. Governance was formalized through documented procedures, escalation paths, and role definitions for Control & Oversight officers who perform sample checks, analyse trends, investigate root causes, and maintain audit-ready records. Operational protocols require accuracy, timely execution, effective communication, and ongoing professional development to sustain control coverage and compliance with client money regulatory requirements. | |
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Bank of New Zealand | Banking and Financial Services | 5541 | $2.2B | New Zealand | FNZ | FNZ Wealth Platform | Asset and Wealth Management | 2019 | n/a | In 2019, Bank of New Zealand implemented the FNZ Wealth Platform to centralize platform and administration services supporting its Asset and Wealth Management function. The FNZ Wealth Platform was provisioned to support Investment Operations and the first line Control and Monitoring Function, delivering a cloud-oriented platform for data-driven oversight across client-delegated activities. The deployment was configured to surface investment operations data for the Control and Oversight team, enabling daily internal client money reconciliation, tolerance-based sample reviews, audit-ready reporting, and trend analysis on transactional and operational data. Functional capabilities emphasized in the configuration included reconciliation workflows, exception handling, sample-check orchestration, control evidence capture, and structured reporting to support regulators, clients, and external auditors. Operational coverage centered on the Investment Operations teams and the Control & Oversight function, with the FNZ Wealth Platform used to extract and consolidate data into the company’s information systems relevant to oversight activities. The platform supported communication of findings to internal managers, internal audit and compliance stakeholders, and was the primary source for analysis, root-cause investigation, and record keeping tied to investment processes. Governance and process changes were formalized through documented procedures, risk-based sampling policies, and scheduled reconciliation and reporting cadences to ensure timely remediation and transparency. The implementation aligned Bank of New Zealand, FNZ Wealth Platform, Asset and Wealth Management, and Investment Operations into a single control and reporting chain to provide evidence that performance, control, and compliance standards are being monitored and maintained. | |
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Standard Life Aberdeen | Banking and Financial Services | 4719 | $1.9B | United Kingdom | FNZ | FNZ Wealth Platform | Asset and Wealth Management | 2020 | n/a | In 2020, Standard Life Aberdeen implemented FNZ Wealth Platform as its Asset and Wealth Management solution. The FNZ Wealth Platform was positioned as the central portfolio and account processing layer supporting retail wrappers including ISA, SIPP, and GIA, and serving as the authoritative source for sales and assets under management reporting. A BI system was designed and developed on SQL Server 2019 using TSQL, SQL Server Integration Services for ETL, and SQL Server Reporting Services for reconciliation and reporting. Engineers created curated SQL views using common table expressions against the FNZ Wealth Platform underlying tables, and a purpose built data mart plus an indexing strategy were implemented to optimize view performance and query throughput. Development was executed in close collaboration with FNZ and internal Business and Risk Analysts to provision datasets that were loaded into abrdn's Qlik reporting system. The implementation delivered structured datasets and views covering sales, assets under management, and product transfer activity to support the marketing, business, risk, and sales reporting workflows. Operational governance relied on joint validation by Business and Risk Analysts and FNZ, ongoing iteration of view definitions and indexes, and routine SSRS based reconciliation to ensure data parity before Qlik consumption. The engagement continued through multiple contract extensions which reflects sustained development and support cycles for the FNZ Wealth Platform integration. |
Buyer Intent: Companies Evaluating FNZ Wealth Platform
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- Babson College, a United States based Education company with 206 Employees
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