We are proud to announce that FNZ, the technology & service platform provider to global banks, insurers and asset managers, has completed a strategic investment in our company.
Since 2015, when we started, we have been focusing on developing a collaborative digital client onboarding, engagement and advice tool for use by financial advice firms that want to scale their offering, reduce costs and increase productivity.
Adrian Durham, FNZ’s CEO commented “We’re really excited about the potential for Advicefront’s technology to help ambitious financial services firms serve more clients, in a cost-effective way, while retaining the all-important human touch that customers want.”
For Advicefront this strategic partnership represents an important milestone that puts into motion a series of big reveals. We have been working on a new product which we are going to launch during Q1 of 2018, which will certainly give advisers an edge over their competition.
“Having a company of FNZ’s calibre as a strategic investor in our business gives us the resources and support to accelerate our growth, so we can help more advice firms to reach more customers in a sustainable and profitable way.”
Advicefront’s Founder & CEO, José Supico
Our original investors include Faber Ventures in Portugal, financial well-being expert and former Bloomsbury CEO Jason Butler, Tilney Investment Director Charles MacKinnon and a number of other financial services professionals, all of whom remain shareholders.
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