How we help clients
A digital investing platform for financial institutions. We enable banks, brokers, wealth managers and insurance companies to transform their online wealth management experience. Secure B2B robo-advice technology delivered cost-effectively.
Engage your customers
Personalised investment journeys and portfolios accessible at any time, on any device.
Scale your wealth management business
A more convenient and engaging online investment experience that enables you to reach a broader client base cost-effectively.
Enhance advisor efficiency
Streamlined wealth management delivery that allows advisors to manage more accounts and service existing ones better.
Differentiate your product offering
Innovative, rigorously constructed model portfolios spanning multiple investment strategies and asset classes.
We configure engaging investor journeys, optimised advisor tools and customisable portfolios to meet the strategic needs of your business.
- Funds, ETFs, shares
- Third-party portfolio hosting and rebalancing
- Global market, multi-currency access
- Intuitive user experience for advisors and investors
- Available in 7 Asian languages
- Integrates with core banking systems and insurance platforms
- Adapts to existing business infrastructure
- Operates in multiple configurations
- Creates personalised portfolios
- Enterprise-class trading systems
- Cloud or on-premise deployment
- Compatible with trading, back-office and other systems
- Global best-practice authentication protocols