Raymond James, Canada’s largest independent financial services firm, has partnered with FNZ, a global provider of wealth management platforms.
The move is aimed at accelerating its digital transformation and delivering a next-generation solution for its advisors and clients across the country.
The partnership is focused on building a modern digital infrastructure for wealth management, using FNZ’s market-leading capabilities. FNZ currently supports more than 650 financial institutions and manages over US$1.7trn in assets on behalf of 26 million end-investors globally.
FNZ, headquartered in London, specialises in providing integrated, end-to-end digital wealth management platforms. Its solutions enable financial institutions to deliver personalised investment services with speed and scale. The platform incorporates AI-powered tools, straight-through processing, and advanced digital features, aimed at streamlining operations while enhancing user experience.
Raymond James Ltd. CEO Jamie Coulter said, “As a client-first organization, we took the time to engage with our advisors, branch associates and clients to define the future of wealth management.
“This isn’t just a technology upgrade—it’s a quantum leap in the support we provide our advisors in their delivery of exceptional client service. We’re listening, investing, and acting to deliver smarter, more connected experiences for our partners and clients.”
FNZ group CEO Blythe Masters said, “We are delighted to partner with Raymond James Ltd. to deliver a next-generation wealth management platform that will transform the advisor and client experience across Canada. North America is a key market for FNZ, and this partnership reflects our long-term commitment to investing in the region.
“We’re excited to bring this innovative platform to life and support Raymond James Ltd. in setting a new standard for wealth management in Canada.”
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