Momentum Wealth announced that it has partnered with financial services company, FNZ, to accelerate its digital transformation. This will allow for significant operational efficiencies and improve the advisor experience and proposition. FNZ supports all aspects of the retail client and advisor lifecycle, enabling its partners with an end-to-end, single platform. That allows for client onboarding and portfolio management, as well as advisor business and practice management. The partnership aims to shift the platform landscape in South Africa, by creating a platform experience and proposition that will surpass the expectations of financial advisors and their clients.
