FNZ Integration

6B are trusted partners for financial institutions integrating with FNZ’s global wealth management platform. We support connectivity with FNZ core services, digital channels, portfolio and policy administration components, and event-driven data pipelines. From early discovery through to architecture, development, deployment, and long-term optimisation, we deliver integration solutions that are secure, scalable, and aligned with regulatory and operational requirements.

As a specialist financial technology partner, we enable firms to unlock the full value of FNZ by connecting modern digital tools, advisory services, and investment operations through seamless, compliant data exchange.

Understanding FNZ Integration

FNZ is a leading global wealth management and investment administration platform used by banks, advisers, asset managers, and pension providers. The platform consolidates key investment functions — including onboarding, portfolio management, trading, regulatory reporting, tax, and custody — into a unified and highly automated ecosystem. FNZ is designed for end-to-end lifecycle management of client portfolios, enabling institutions to deliver efficient, personalised wealth management services at scale.

FNZ supports integration through a suite of modern REST APIs, event-driven feeds, secure file-based interfaces, and structured data services. These allow external systems to access client profiles, accounts, holdings, valuations, transactions, model portfolios, product catalogues, and compliance-related information. FNZ’s APIs are underpinned by strong security controls, role-based access, and detailed audit trails, making them suitable for regulated environments. Combined with FNZ’s digital channel capabilities and microservices framework, these integration tools support connectivity with CRMs, financial planning tools, advice platforms, KYC/AML systems, trading engines, pension administration solutions, and client-facing digital applications.

Our FNZ Integration Process

Our approach to FNZ integration begins with a comprehensive discovery phase where we collaborate closely with your product, operational, and compliance teams. We map out the required workflows — such as onboarding synchronisation, portfolio data retrieval, trading automation, or investment reporting — and align them with FNZ’s available APIs, data feeds, and interface standards. This ensures we identify the most efficient and secure integration pathway for your organisation’s needs.

Following discovery, our architects design a secure, resilient integration solution tailored to your infrastructure and regulatory environment. We focus on data modelling, authentication, auditability, encryption, message routing, and performance considerations to ensure the integration can support high-volume, mission-critical operations. Depending on your use case, our design may incorporate synchronous APIs for real-time interactions, asynchronous event feeds for portfolio updates, or scheduled batch interfaces for valuations and reporting.

Development is carried out using FNZ-approved environments and 6B’s reusable integration components, which accelerate delivery while maintaining strict consistency and quality. We implement secure authentication flows, validation rules, data mappings, and exception management to guarantee predictable system behaviour. Each integration undergoes extensive testing — including functional validation, performance testing, security hardening, and compliance review — ensuring that it operates reliably within regulated financial services environments. Once deployed, we support the go-live process, monitoring setup, incident readiness, and ongoing optimisation as your integration grows and FNZ releases updates.

Benefits of FNZ Integration

Integrating your solution with FNZ unlocks significant operational, regulatory, and client-experience benefits. Seamless access to portfolio, account, and trading data supports better decision-making for advisers and investment teams while enabling automated workflows that reduce manual intervention and reconciliation. Real-time updates in holdings, valuations, and transactions improve transparency, accuracy, and responsiveness across digital channels, delivering a smoother experience for both internal users and end clients.

Operational efficiency increases as key processes — such as onboarding, suitability assessments, model portfolio management, and investment reporting — become automated and standardised. This reduces processing times, lowers operational risk, and improves the scalability of investment services. From a regulatory standpoint, FNZ’s structured, auditable data model supports compliance with FCA, MiFID II, AML, consumer duty, and other regulatory frameworks. Integration also future-proofs your digital ecosystem, enabling you to extend functionality, launch new investment propositions, and adopt emerging technologies without disrupting core operations.

Why Choose 6B for FNZ Integration?

We have specialist experience integrating regulated financial services platforms, including wealth management, investment administration, and advisory systems.

Our team works extensively with FNZ APIs, data feeds, and file-based interfaces to deliver reliable, secure, and scalable integrations.

We use proven integration accelerators — including reusable modules for authentication, data mapping, and event processing — to reduce delivery time and risk.

Security, auditability, encryption, and regulatory compliance are embedded into every stage of our engineering process.

We offer full end-to-end delivery, covering discovery, architecture, development, testing, deployment, and post-live optimisation.

Our solutions are built for financial-grade performance, resilience, and long-term sustainability aligned with FNZ platform updates.

FNZ Integration FAQs

What systems can be integrated with FNZ?

FNZ supports integration with a wide range of wealth and investment systems, including CRMs, financial planning tools, onboarding platforms, KYC/AML solutions, advisory portals, pension administration systems, trading engines, product catalogues, reporting tools, and customer-facing digital applications. Its APIs and data interfaces allow secure, structured connectivity across your entire investment ecosystem.

Does FNZ offer real-time or event-driven data updates?

Yes. FNZ supports near–real-time updates through event feeds and API-driven interactions, enabling immediate updates on valuations, holdings, transactions, model portfolio changes, and client account information. This is essential for digital platforms that require up-to-date investment data and responsive user experiences.

What security measures are required when integrating with FNZ?

Integrations must follow strong financial security standards, including encrypted communication (TLS), secure key and token management, role-based access control, audit logging, and adherence to compliance obligations such as FCA, MiFID II, AML/KYC, and ISO 27001. At 6B, these considerations are built into every stage of our design and implementation process.

How long does an FNZ integration project typically take?

Timelines vary depending on scope, data complexity, and regulatory requirements. Simple synchronisation workflows can be delivered within weeks, while larger end-to-end integrations involving onboarding, trading data, or portfolio modelling may take several months. During discovery, we establish a realistic timeline based on your specific goals and internal readiness.

Do we need access to FNZ sandbox or test environments?

Yes. Access to FNZ’s test environments is essential for validating mapping rules, workflow behaviour, authentication flows, and performance benchmarks. 6B works with FNZ and your internal teams to ensure appropriate environments, credentials, and data sets are provisioned before development begins.

Can the integration support both batch and real-time data exchange?

Absolutely. FNZ supports synchronous API calls for real-time interactions and secure file or data feeds for scheduled batch processing. Many clients use a hybrid approach, where valuations and performance data run in batches, while account or holdings information is updated in real time. We design your integration around the model best suited to your operational and regulatory needs.

How does 6B ensure regulatory compliance throughout the integration?

We embed compliance into our delivery approach, incorporating secure data handling, encryption, access controls, audit trails, and validation against key regulatory frameworks. We work closely with your compliance and governance teams to ensure the integration aligns with FCA, MiFID II, AML, Consumer Duty, and other relevant standards.

What support is available after the integration goes live?

6B provides ongoing monitoring, incident management, optimisation, and technical support to ensure sustained performance as your organisation grows. We also help you adapt to changes in FNZ’s platform, regulatory requirements, or internal processes, ensuring your integration remains reliable and future-proof.