New clients demonstrate strong confidence in NZX wealth technologies

NZX Wealth Technologies (NZXWT) is marking a successful year, highlighted by a significant influx of new clients and strong pipeline growth. The company began 2024 by completing successful onboarding projects for Fisher Funds and Strategic Financial Planning, with the latter involving API integration with OMNIMAX—an important factor in their decision to migrate to NZXWT.

Since then, NZXWT has welcomed five independent advice businesses to its platform and launched migration projects for four additional clients. The company has surpassed $16 billion in Funds Under Administration (FUA), signaling growing confidence in its ability to provide high-quality operational support, custody, reporting, and development services that address the operational, regulatory, and digital transformation needs of financial advisers and investment managers.

NZXWT CEO, Lisa Turnbull, attributes this success to the hard work of the team: "Our growth is a direct reflection of the dedication and expertise of our staff. We’re thrilled to welcome new clients to our platform and appreciate the positive feedback on our onboarding process. With a growing pipeline, we’re confident that NZXWT will continue to provide outstanding service and innovation to our expanding client base."

Expansion of Client Base Reflects Confidence in NZXWT’s Platform