• FNZ Figaro
  • FNZ Neon
  • FNZ Digitize
  • Careers
  • JHC Community
  • Provides a 360-degree, on-demand view of a client's portfolio and the client

    • Transforms opaque data into charts, diagrams and graphics that clients can relate to
    • Highlights areas of risk across the entire book and client base
    • When changes need making, advisors can choose which clients to contact and when



    An overview of each portfolio's key analytics-covering risk, performance and compliance.


    Proactive alerts of issues on the portfolio: addresses issues before they become compliance issues and move to exception-based portfolio reviews.


    Quantifies the portfolio’s risk against mandate and benchmark(s).


    Lists the investment types, within the current portfolio; equities, fixed interest, funds etc. Fully customisable and interrogative portfolio asset allocation based on any criteria – i.e., holdings, region, asset allocation etc.



    Full record of portfolio activity.

    Realised return against benchmark(s).  

    Contact Us

    Back to Neon