SIMONSIMON Markets
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Related Products
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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.
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About
Experience structured investment, annuity, and target return ETF solutions—with a suite of analytical tools—so advisors can stay focused on their clients. From short-form educational videos to PDFs, our multimedia educational resources are available to share valuable product knowledge with clients when they need it most. Comprehensive asset-class education, from introductory basics to product-specifics, delivers on-demand, engaging education for all advisor experience levels. Custom compliance tracking and supervisory tools guide advisors through self-paced certification requirements and give home offices real-time oversight. Automate and integrate to deliver products—and product education—seamlessly to wealth management firms and financial professionals, in real time. Build efficiencies with streamlined education, operational and compliance oversight, and direct connectivity to a centralized product repository.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Enterprises in need of a front-to-back investment management platform to optimize transactions, management and accounting data
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Audience
Digital wealth management experience solution for companies
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
No information available.
Free Version
Free Trial
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Pricing
No information available.
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFNZ
Founded: 2003
New Zealand
www.fnz.com/what-we-do/the-fnz-platform-as-a-service
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Company InformationSIMON Markets
Founded: 2018
United States
www.simon.io/solutions/
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Alternatives |
Alternatives |
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Categories |
Categories |
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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
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