New Finantix report -Together, we can make it! Co-creation in Wealth Management

Post-COVID, clients are turning to their wealth managers more than ever before. They want reassurance. They need personalised investment strategies. They expect their advisers to make financial sense of an uncertain world. Co-creating investment strategies with them,...

Finantix continues to extend product offer with integration of Next Best Action

Next Best Action is a data and AI driven financial advice tool that delivers more personalised, scaleable advice and richer client engagement to wealth managers, relationship managers and advisers in private and retail banks London 15 September: Finantix, the global...

Capita Consulting partners with Finantix to deliver leading digital solutions for Private Banking and Wealth Management

New partnership sees Capita become a Finantix certified strategic implementation partner helping clients implement optimal solutions to improve client services and grow profitability London 10 June 2020: Finantix, the leading global provider of trusted technology to...

Company Overview

Our vision is a future where wealth managers, insurers and banks can realise every client’s aspiration of a differentiated, digital and dynamic experience.  By injecting artificial intelligence into a comprehensive yet modular platform, our proven technology enables all key actors to offer personalised and frictionless levels of service reliably and fast.


Finantix enables Wealth Managers, Insurers and Banks to develop and nurture client relationships, to consolidate client knowledge and intelligence, to deliver insightful and compliant advice, to generate continuous performance analytics and decisioning support.  

Wealth Management
Retail Banking

Offerings Overview

Spanning across multiple channels, devices, languages and currencies, our comprehensive software is globally portable, omni-device and highly configurable. Through a range of components as well as end-to-end solutions Finantix allows for flexible personalisation and seamless integration.

Recent Insights

We share insights into key industry and technology trends and developments.  We bring you news of events we’re due to host or be involved in. And we keep you up to date with media appearances, including people news and client initiatives. 

Careers at Finantix

Make your next career destination a multi-award-winning technology innovator helping global wealth management, banking and insurance brands deliver outstanding digital financial service experiences.

Principal Solution Architect – London

London - As a dedicated Solution Architect, you will have a passion for designing, developing and implementing software solutions that address complex business needs. You will also have a highly collaborative approach and be comfortable working with internal stakeholders, being Finantix product...

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Senior Business Analyst/Product Owner – Singapore

Singapore - As a Senior BA/PO, you already enjoy the challenges and opportunities around products covered by wealth managers, client profiling processes, financial planning approaches, advisory and cross-border regulation. Now you...

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Test Manager – Singapore

Singapore -  As a Test Manager you are passionate in delivering the best quality product for the client. Working within an agile environment you are responsible for the test effort’s success with a deep focus on product quality. Now you can grow your career with a leading financial services...

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