Wealth management technology provider FNZ and AJ Bell, an investment platform based in the UK, have agreed to extend their technology partnership for another decade.
The collaboration, which initially started in 2009, will see FNZ maintain its role in supplying the essential technology that powers AJ Bell’s dual-channel platform, catering to both advised clients and direct-to-consumer (D2C) customers.
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FNZ’s technology supports essential functions such as market connectivity, trading, settlement, custody, and the management of books and records.
As of 30 June 2025, AJ Bell’s platform managed assets exceeding £96bn ($130bn).
AJ Bell chief technology officer Mo Tagari said: “FNZ has been a key technology partner for many years, supporting the development of both our advised and D2C propositions.
“This long-term partnership reflects the strength of our relationship and supports AJ Bell’s continued growth strategy, with our easy-to-use, low-cost platform providing advisers and customers with a simple and straightforward way to manage investments.”
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By GlobalDataThe decade-long renewal reflects a partnership founded on capacity, adaptability, and reliability to enable growth, ongoing development and positive outcomes for customers and advisers.
FNZ UK Group head Alastair Conway said: “We’re proud to continue our long-standing relationship with AJ Bell. This new 10-year agreement shows the trust and shared ambition between our businesses.
“We’re excited to keep supporting AJ Bell’s growth through our digital technology and to help deliver great outcomes for their customers.
“This collaboration is a continuation of our shared mission to open up wealth and make investing accessible and transparent for more people.”
In May, AJ Bell opted for the ALTO Investment platform offered by Amundi Technology to enhance its portfolio management abilities and bolster its expansion goals.
AJ Bell hopes to enhance its current operations and resolve various operational issues by incorporating Amundi Technology’s portfolio management system.
The partnership replaced labor-intensive methods with automation, thereby improving efficiency.
Moreover, the newly implemented system is said to have provided the flexibility needed to scale operations, enabling AJ Bell to meet evolving client needs as the company expands.
