Global wealth management platform FNZ has entered into a new 10-year agreement with AJ Bell, extending their partnership that has been in place since 2009.

Under the agreement, FNZ will continue to provide the core technology that supports AJ Bell’s dual-channel investment platform, which supports advised and direct-to-consumer (D2C) customers.

AJ Bell’s platform business uses FNZ’s technology across its operational services, including market connectivity, trading, settlement, custody, and books and records.

The platform has more than £96bn of assets under administration, as at 30 June 2025.

The firms said the partnership extension would support advisers and consumers to manage portfolios quickly and easily through AJ Bell’s investment accounts.

“FNZ has been a key technology partner for many years, supporting the development of both our advised and D2C propositions,” commented AJ Bell chief technology officer, Mo Tagari.

“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.”

FNZ UK group head, Alastair Conway, added: “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.”

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