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FNZWealth Management Platforms
MoxoClient Portal SoftwarePrice
Published entry price$99+per month
Annual estimate10 people, entry price
Offer
No offer right now
No offer right now
Focus
Wealth Management Platforms
Client Portal Software
Product
Global wealth management platform offering technology and administration services for banks.
Client engagement platform for wealth, financial services, and legal providing secure digital workspaces.
Headquarters
Edinburgh, United Kingdom
Cupertino, California
Company size
5,001-10,000 employees
51-200 employees
Plan
Published entry price
Published rate
$99+ / month
Free options
Free plan, Free trial
Source updated
Oct 29, 2026
Oct 29, 2026
Capabilities
Plan capabilities
Integrations
Buyer fit
Best for
Company size
Security and switching
Security reviews
Security and migration
Case studies and sources
Case studies
Customer evidence
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Wealth Management Platforms
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