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About

FNZ’s platform-as-a-service is a unique combination of market-leading technology, IT infrastructure, and investment operations. Front office digital delivery is seamlessly integrated with back-office operations and in-region hosting and infrastructure. We are obsessive about security, resilience and scalability. FNZ platforms are built upon state-of-the-art technology and protected by industry-leading cyber security standards. We have unrivaled experience in platform implementations and large-scale migrations, using our own in-house migration engine. State-of-the-art IT infrastructure ensures continuous security, availability, performance and scalability on all services at all times. Our digital-first solutions are provided from in-country or in-region datacentres operated by FNZ. FNZ provides industrial-strength, scale asset-servicing by leveraging automated end-to-end straight-through processing and control monitoring.

About

Proteus is a technology-driven private market investment platform designed to simplify and scale access to alternative investments for wealth managers, fund sponsors, and qualified investors. It enables advisors to allocate client capital into customized portfolios of private market assets through an integrated system that supports research, due diligence, portfolio construction, and execution. It streamlines complex investment workflows by offering a single electronic subscription process, centralized onboarding, and automated administrative tasks, reducing friction traditionally associated with private markets. Proteus supports the creation and management of feeder fund structures while handling regulatory, governance, and operational requirements, allowing firms to focus on investment strategy rather than infrastructure. It provides secure, white-labeled environments with robust monitoring, reporting tools, and consolidated tax documentation.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Enterprises in need of a front-to-back investment management platform to optimize transactions, management and accounting data

Audience

Wealth advisors managing high-net-worth clients who need a streamlined platform to build, manage, and distribute private market investment portfolios

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

FNZ
Founded: 2003
New Zealand
www.fnz.com/what-we-do/the-fnz-platform-as-a-service

Company Information

Proteus
Founded: 2012
United States
www.proteuscapital.us

Alternatives

Alternatives

Allvue

Allvue

Allvue Systems

Categories

Categories

Investment Management Features

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

Integrations

Appway Digital Banking

Integrations

Appway Digital Banking
Claim FNZ and update features and information
Claim FNZ and update features and information
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