Providing Greater Access and Personalization to Investment Advice

Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization. FNZ provides everyone in the wealth continuum digital-first, integrated solutions, enabling efficient and tailored advice, with an end-to-end wealth management technology solution.

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Tom Chard
Chief Executive Officer, North America, FNZ

Tom joined FNZ in 2018 and is the Chief Executive Officer, North America. He is responsible for all aspects of the enterprise market within North America including client management, strategic growth and new client acquisition.

David Armstrong
Editor In Chief,

David Armstrong is editor-in-chief and executive director of content for Informa’s, a leading information portal for financial advisors. He’s a longtime business journalist who spent 10 years at Forbes magazine, and previously held reporting positions at and McGraw-Hill. He is a graduate of the University of Wisconsin-Madison.

Providing Greater Access and Personalization to Investment Advice
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