Wealth Platform FNZ Teams Up With Microsoft To Accelerate AI Innovation

FNZ has entered into a global five-year strategic partnership with Microsoft to accelerate digital transformation across the wealth management industry through enhanced AI, automation and cloud capabilities.

The collaboration aims to drive value for financial institutions and their clients by improving operational efficiency, accelerating innovation and increasing speed to market. The partnership includes co-innovation, joint go-to-market initiatives and the development of new AI-powered digital wealth solutions.
 

FNZ is an end-to-end wealth management platform with more than 650 financial institution partners, over 26 million end investors and close to $2 trillion in assets under administration. The partnership combines FNZ's technology and wealth management expertise with Microsoft's AI capabilities, cloud infrastructure and engineering excellence.
 

By integrating Microsoft Azure AI Foundry at the heart of its platform, FNZ aims to redefine how financial institutions, advisors and their clients interact by delivering more personalised, intelligent and resilient digital wealth management experiences.
 

The partnership will focus on several key areas, including creating a next-generation advisor and investor experience through Azure AI Foundry capabilities and Azure OpenAI integration. FNZ will also utilise Microsoft Fabric to strengthen its data and analytics capabilities, delivering deeper insights tailored to wealth managers and advisors.
 

Joint engineering teams will accelerate product innovation and enhance platform intelligence whilst delivering secure, scalable services that strengthen risk management, compliance and resilience. FNZ will deploy GitHub Copilot across its engineering teams to boost developer productivity and innovation.
 

The partnership also includes deploying Microsoft 365 Copilot and intelligent agents to support middle- and back-office processes. FNZ will collaborate with Microsoft on joint go-to-market activities, including developing and deploying modular wealth solutions through multiple channels, including the Microsoft Marketplace.

Roman Regelman, Group President, FNZ
 

Roman Regelman, Group President, FNZ, said: "FNZ has always been at the forefront of innovation in wealth-management technology. Partnering with Microsoft allows us to accelerate our AI-led roadmap and enhances our ability to deliver personalised, intelligent and resilient solutions to our clients, strengthening our position of leadership."
 

“Together, we are not just upgrading technology. We are setting a new standard for how wealth management is delivered. Partnering with Microsoft further advances our mission to open up wealth, by making investing more accessible to more people worldwide.”

Bill Borden, Corporate Vice President, Microsoft
 

Bill Borden, Corporate Vice President, Worldwide Financial Services, Microsoft, said: "Our partnership brings together Microsoft's AI and cloud technologies with FNZ's global platform and expertise in wealth management to deliver insights that will lead to more impactful and personalised experiences for advisors and their clients."

"Together, we're helping financial institutions lead as Frontier Firms by reimagining their operations through agentic AI, accelerating innovation, and unlocking new value across the wealth management ecosystem."
 

FNZ is backed by institutional shareholders including Caisse de dépôt et placement du Québec, Canada Pension Plan Investment Board, Generation Investment Management and Motive Partners.