FNZ

Ifsam operates a business-to-business fund platform designed for wealth management, institutional investors, and leading financial institutions. The company offers services such as trailer fee management, research, and execution to financial and insurance firms worldwide. By combining advanced technology, infrastructure, and investment operations, Ifsam provides a comprehensive platform that allows partners to develop personalized and innovative financial products and services. This enables clients to better align their offerings with the specific needs of their customers, enhancing their overall service delivery in the financial sector.

Advicefront Limited is an investment and client engagement platform designed for financial advisors, integrating algorithmic investing with the human aspects of financial advice. Founded in 2013 and based in London, the company offers a suite of tools including custom model portfolios, automatic portfolio rebalancing, and automated annual review features. These services streamline the advisory workflow, allowing financial professionals to focus on engaging with clients while reducing the burdens of time-consuming tasks. By emphasizing digital solutions and efficiency, Advicefront aims to enhance the advisory experience and provide firms with a competitive advantage in the financial services market.

YieldX is a company focused on transforming fixed income investing through a comprehensive digital platform designed for the wealth management industry. It offers a suite of tools that includes a yield marketplace, an analytics engine, and various workflow applications, allowing clients to access real-time pricing, monitoring, and portfolio allocation for fixed income securities. With a team of experienced professionals from the fields of fixed income and fintech, YieldX aims to provide personalized investment solutions at scale, serving as a gateway to liquid global yield-driven opportunities. The company's innovative approach seeks to enhance the management of fixed income portfolios and make these investment options more accessible to a broader range of investors.

Authenteq is acquired by FNZ Group, the leading global wealth management platform. ➤ FNZ deploys personalized propositions at scale across the financial services industry (Banks, Insurance, Wealth Management). FNZ’s fully managed digital customer onboarding, servicing and compliance enable clients to reduce complexity, ensure the integrity of their customer base by fighting fraud & identity theft, and effectively allowing them to focus on delivering better end-investor experiences and growing wealth. FNZ combines technology, infrastructure and investment operations in a single state-of-the-art platform. Learn more about how financial institutions globally take their organizations to the next level by going fully digital on their customer onboarding and activation, KYC and AML compliance, regulatory reviews, customer administration and servicing, and so much more with ''FNZ Onboarding and Compliance-as-a-Service'' end-to-end solution. ➤ Authenteq is the world’s first fully automated identity verification platform. Their AI-powered eKYC® system allows companies and service providers to onboard users in just 35 seconds with a verification process that requires only one piece of government-issued ID and a selfie (while liveness check and face match happening simultaneously). Over 9,813 government-issued photo IDs from nearly 250 countries and territories and 138 languages and dialects, can be verified as authentic in less than a minute. Built on the seven key principles of Privacy by Design, fully GDPR compliant and ISO 27001 certified, Authenteq offers a safe and secure approach to identity verification at scale. Learn more about FNZ - https://fnz.com/ and ''FNZ Onboarding & Compliance-as-a-Service'' fully digital solution - https://onboarding.fnz.com/

The Hokus Platform is a software-as-a-service (SaaS) solution designed for private banks, focusing on the distribution of life insurance products. This digital wealth technology platform provides a variety of features that standardize and centralize the management of life insurance contracts from various providers. By simplifying administrative processes, The Hokus Platform enables private banks to streamline life insurance processing times and enhance the efficiency of digital life insurance intermediation services.

utilizing technology to intelligently combine data in order to uncover property potential and enable individuals to make better decisions. All have a passion for improving people's perceptions of real estate. This, together with our exceptional staff, contribute to Nokkel's current success.

DIAMOS is a leading provider of standard software and services and has been providing the investment management industry with solutions since 1984. Effectively combining long-standing expertise with state of the art, future-proof technologies, DIAMOS provides a new generation of flexible and scalable software solutions: Integrated and modular solutions which support the whole value chain for efficient and convenient administration of funds, alternative investment products, retail investment accounts and ownership participations. The portfolio includes products for fund accounting, investment compliance, order management, fee and commission management, reconciliation and transfer agency. DIAMOS also provides expert technical and functional consulting and support services to ensure clients receive maximum operational benefit from DIAMOS solutions. Operations can also be streamlined through the use of professional SaaS/ASP services which are available in combination with the DIAMOS ISAE certified data processing center. Leading financial institutions rely on DIAMOS products and services. The company is headquartered in Germany with subsidiaries in Luxembourg and Switzerland.

Bondsmith specializes in cash management and savings solutions tailored for the wealth industry, focusing on corporate and institutional clients. The company's treasury platform facilitates effective management of liquidity and diversification of counterparty risk while enhancing interest income. By providing a comprehensive suite of services that includes savings, payments, and accounts, Bondsmith aims to streamline financial operations for its clients, ensuring they can optimize their cash management strategies effectively.

Invest in top-tier private equity, distressed debt & venture capital funds alongside the world's leading investors.

GIST Impact is an established provider of impact data and analytics, with over 16 years of experience in quantifying corporate impacts. The company employs a team of over 100 professionals, including scientists, engineers, and data experts, to deliver comprehensive impact platforms and datasets for more than 14,000 companies. GIST Impact's platform aggregates sustainability data from publicly available sources, ensuring quality control and facilitating time-series analyses, including forecasts. This enables organizations to measure, value, and benchmark their impacts against competitors at various organizational levels. GIST Impact collaborates with innovative companies across multiple sectors and supports investors managing over $8 trillion in assets. Additionally, it partners with major ESG data providers and fintech platforms to enhance impact measurement within global markets.

Timelineapp Tech Limited, founded in 2018 and based in Basildon, United Kingdom, specializes in developing retirement income software tailored for financial planners. The platform provides tools that enable planners to illustrate, create, and effectively manage withdrawal strategies for their clients. By leveraging extensive academic research, historical returns, and mortality data, Timeline assesses the viability of various retirement strategies under different market conditions. Additionally, the software aids clients in visualizing potential outcomes during retirement and evaluating income drawdown portfolio withdrawal strategies.

Appway AG operates a digital transformation platform that enables organizations, particularly in the financial services sector, to automate and manage their processes and data effectively. Founded in 2003 and based in Zurich, Switzerland, Appway offers a range of solutions including client onboarding for wealth and retail sectors, regulatory reviews, digital mortgages, and client updates. Their software suite is utilized by many prominent institutions, including Credit Suisse, AXA, and Deutsche Bank, to enhance customer experiences and improve operational efficiencies while ensuring compliance with complex regulations. Additionally, Appway provides support services encompassing innovation, implementation, and user education, facilitating a comprehensive approach to digital transformation for its clients.

Fondsdepot Bank is a private bank located in Hof, Germany, specializing in a range of financial services. The bank operates as both a business-to-business (B2B) and business-to-business-to-consumer (B2B2C) institution, providing commercial lending, trading, and investment services. In addition to these core offerings, Fondsdepot Bank also facilitates loans, funds, gold deposits, and savings products. The bank supports clients with legal, technical, and organizational frameworks for advising and brokering shares in investment funds, ensuring comprehensive consulting services tailored to diverse financial needs.

Hatch develops a retail trading platform aimed at simplifying investing by giving users access to tools and products they need to build their financial futures. The company offers digital investment opportunities with low flat fees and no monthly subscription costs, thereby allowing investors to trade in the market.

Bondsmith specializes in cash management and savings solutions tailored for the wealth industry, focusing on corporate and institutional clients. The company's treasury platform facilitates effective management of liquidity and diversification of counterparty risk while enhancing interest income. By providing a comprehensive suite of services that includes savings, payments, and accounts, Bondsmith aims to streamline financial operations for its clients, ensuring they can optimize their cash management strategies effectively.

Exizent Ltd is a technology company based in Glasgow, United Kingdom, that specializes in managing the bereavement process through its cloud-based platform. Founded in 2018 and formerly known as Excession Ltd, Exizent provides a comprehensive solution for legal service firms, institutions, and executors by connecting relevant data and services required when someone passes away. The platform facilitates case management, estate discovery, and the generation of court forms, streamlining the administrative tasks associated with probate. By simplifying these processes, Exizent aims to reduce uncertainty and accelerate resolution, ultimately making the bereavement experience more straightforward for all involved parties.

IPSI provides a full range of technology enabled Third Party Administration (TPA) solutions to European and global Life and Pension providers.

JHC Systems specializes in providing IT solutions and technology platforms tailored for the wealth management sector in the UK and Ireland. With over 25 years of experience, the company addresses critical technology challenges faced by investment management firms and stockbrokers, enhancing operational efficiency and competitiveness. Their flagship product, FIGARO, is a comprehensive front-to-back office solution that supports more than 60 major financial institutions, managing over £100 billion in assets and facilitating over 36,000 trades daily. As an Independent Software Vendor partner of IBM, JHC's systems operate exclusively on IBM hardware and leverage the DB2 database, benefiting from IBM's technical and marketing support. Beyond software development, JHC offers consultancy and advisory services, assisting clients in redesigning operational processes, improving service quality, and ensuring compliance with industry standards. This extensive expertise in financial markets enables JHC to provide significant value to its clients.

European Bank for Financial Services GmbH is a full-service bank based in Aschheim, Germany, founded in 2002. The bank provides a range of services including custody, financial portfolio management, and deposit services. It caters primarily to financial distributors, insurance companies, banks, asset managers, and capital management firms. By offering brokerage and banking solutions, European Bank for Financial Services enables its clients to effectively manage money and assets on behalf of their own customers. As a subsidiary of FNZ (UK) Ltd, the bank focuses on delivering B2B-specific services that support asset accumulation and investment strategies.