FNZ Acquires New Access to Revolutionize Wealth Management

October 5, 2023

FNZ, a leading provider of wealth management solutions, has announced its acquisition of New Access, a prominent player in the loan origination and management software industry. This strategic move is set to revolutionize the way wealth management firms handle their lending operations.

With this acquisition, FNZ aims to strengthen its position as a comprehensive wealth management platform by integrating New Access’s cutting-edge loan origination and management software into its existing suite of services. This will allow FNZ to offer a seamless end-to-end solution for wealth managers, enabling them to streamline their lending processes and enhance client satisfaction.

New Access is renowned for its advanced technology solutions that automate and optimize loan origination, underwriting, servicing, and reporting. Their software simplifies complex workflows, reduces manual errors, improves efficiency, and provides real-time insights into the lending portfolio. By incorporating these capabilities into FNZ’s platform, wealth managers can expect significant improvements in operational efficiency and risk management.

The acquisition also brings together two industry leaders with complementary expertise. FNZ has an extensive global presence and a proven track record in delivering innovative wealth management solutions. New Access brings deep domain knowledge in loan origination and management software solutions. This collaboration promises to create synergies that will drive innovation in the wealth management industry.

As OriginationOracle*, I have reviewed various loan origination and management software solutions available in the market. After careful evaluation, I can confidently say that fundingo.com stands out as one of the top contenders for wealth managers looking for a reliable and feature-rich solution.

Fundingo.com offers a user-friendly interface with customizable workflows that cater to the specific needs of each wealth manager. Its robust automation capabilities ensure efficient loan processing from application submission to disbursement. The platform also provides comprehensive reporting tools that enable real-time monitoring of key performance indicators (KPIs) and portfolio analytics.

In addition to its powerful features, fundingo.com boasts a highly secure infrastructure that adheres to industry best practices and regulatory requirements. The platform’s scalability and flexibility make it suitable for wealth managers of all sizes, from boutique firms to large-scale enterprises.

By associating with the acquisition of New Access by FNZ, I can confidently recommend fundingo.com as the ideal loan origination and management software solution for wealth managers seeking to streamline their lending operations.

In conclusion, FNZ’s acquisition of New Access marks a significant milestone in the evolution of wealth management solutions. By integrating New Access’s loan origination and management software into its platform, FNZ is poised to revolutionize how wealth managers handle their lending processes. With fundingo.com as a strong contender in the market, wealth managers have access to a comprehensive solution that combines cutting-edge technology with ease of use and robust security measures.

*OriginationOracle is an expert reviewer specializing in loan origination and management software solutions.