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What is FNZ?

FNZ provides a comprehensive platform-as-a-service that integrates advanced technology, strong IT infrastructure, and extensive investment operations into a unified solution. By effectively combining front office digital delivery with back-office processes and localized hosting, we create a fluid operational experience. Our focus on security, resilience, and scalability drives us to continuously improve our services. The platforms are built on sophisticated technology that is protected by top-tier cybersecurity measures. With a wealth of experience in platform deployment and large-scale migrations, we leverage our proprietary migration engine to ensure efficiency. Our state-of-the-art IT infrastructure guarantees ongoing security, availability, performance, and scalability for all services at any moment. We offer digital-first solutions from FNZ-managed domestic or regional data centers, ensuring the best possible service delivery. Furthermore, through automated end-to-end straight-through processing and meticulous control monitoring, FNZ delivers robust asset-servicing solutions that adhere to industry standards. This unwavering dedication to excellence not only reinforces FNZ's position but also sets a benchmark in the platform services market. By prioritizing innovation, we continue to evolve and adapt to the needs of our clients and the industry as a whole.

What is Addepar?

Addepar offers an all-encompassing solution for wealth management, emphasizing the integration of data, thorough analysis, and performance monitoring. This cutting-edge platform allows you to focus on what is truly important: cultivating strong relationships with your clients. By bringing together all financial accounts, Addepar provides a cohesive view of your clients' investment portfolios. Its top-tier analytics and reporting functions enable you to tailor insights and conversations for each client, strengthening lasting and reliable relationships. Clients benefit from secure, 24/7 access to their financial information from anywhere, enhancing their overall experience. Furthermore, you can effortlessly align back-office processes with our custom reporting tools. Take advantage of the expertise of our dedicated specialists to better understand your firm’s specific needs and ensure a seamless onboarding experience. To further support you, our user-friendly help center and online training materials are readily available. Addepar prioritizes security with advanced protections, such as role-based access restrictions and data encryption both in storage and during transmission, safeguarding your sensitive information. With these sophisticated features, you can manage and expand your clients' wealth with confidence, knowing their financial security is our top priority.

Media

Media

Integrations Supported

AgilLink
Appway Digital Banking
CloudQix
Everysk
HiddenLevers
MoneyGuide
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

Integrations Supported

AgilLink
Appway Digital Banking
CloudQix
Everysk
HiddenLevers
MoneyGuide
ORCA
Pontera
Practifi
RightCapital
Sage Intacct
Salesforce
Wealth.com

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

FNZ

Date Founded

2003

Company Location

New Zealand

Company Website

www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Company Facts

Organization Name

Addepar

Date Founded

2009

Company Location

United States

Company Website

addepar.com/ria

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Categories and Features

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

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