GrowWealth
Key features
- Goal Based Journeys
- Risk Profiling
- E-Onboarding
- Thematic Investing
- Alerts, Notifications and Reports
Description
Empower your self-directed investors with a full suite investment advisory and execution platform with digital onboard. GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.
Features
- Goal Based Journeys – Long term passive asset allocation tailored for emerging affluent;
- Risk Profiling – Composite scoring methodology based on risk appetite;
- E-Onboarding – Complete digital journey from customer onboarding to opening an e-broker account;
- Thematic Investments – Short to mid-term strategies with quantitative and qualitative screening;
- Alerts, Notifications & Reports – Monthly performance, Performance status change, Funds transferred & Transactions history
Why GrowWealth?
- Scalable Platform – Cloud-based platform capable of growing with your customer base. Compliant to regulations across SEA, China and The Middle East;
- Customized Solution – Deploy as an end-to-end solution or enterprise module. Multiple execution partners to expand your product offering;
- Cost Effective Implementation – Low cost with AUM-based pricing vs fixed license cost. Continuous product enhancement for upgrading of the platform
Company description
WeInvest is Asia's leading and proven digital wealth provider helping banks, brokers and wealth managers launch a full - suite digital investing experience for their relationship managers & customers. We provide a Front-to-Back open architecture platform that supports advisory and transactional business activities. The comprehensive investment platform covers technology, investment strategies from leading investment houses, operations support, execution and custody facilities with partners. We are headquartered in Singapore and currently serve clients across South East Asia and Middle East. Our solutions are live with large retail banks and brokerage firms such as OCBC - Singapore, Siam Commercial Bank - Thailand, CIMB Securities - Asia , Kasikorn Bank – Thailand and Mubasher Financial Services - UAE.
Preview
Key features
Key features
- Goal Based Journeys
- Risk Profiling
- E-Onboarding
- Thematic Investing
- Alerts, Notifications and Reports
Description
Description
Empower your self-directed investors with a full suite investment advisory and execution platform with digital onboard. GrowWealth provides an intuitive investment experience by understanding customer preferences, goal-based planning, risk profiling and access to thematic baskets. Available as a plug and play solution for retail banks and financial institutions with an innovative low-cost business as a service model.
Features
- Goal Based Journeys – Long term passive asset allocation tailored for emerging affluent;
- Risk Profiling – Composite scoring methodology based on risk appetite;
- E-Onboarding – Complete digital journey from customer onboarding to opening an e-broker account;
- Thematic Investments – Short to mid-term strategies with quantitative and qualitative screening;
- Alerts, Notifications & Reports – Monthly performance, Performance status change, Funds transferred & Transactions history
Why GrowWealth?
- Scalable Platform – Cloud-based platform capable of growing with your customer base. Compliant to regulations across SEA, China and The Middle East;
- Customized Solution – Deploy as an end-to-end solution or enterprise module. Multiple execution partners to expand your product offering;
- Cost Effective Implementation – Low cost with AUM-based pricing vs fixed license cost. Continuous product enhancement for upgrading of the platform
Company description
WeInvest is Asia's leading and proven digital wealth provider helping banks, brokers and wealth managers launch a full - suite digital investing experience for their relationship managers & customers. We provide a Front-to-Back open architecture platform that supports advisory and transactional business activities. The comprehensive investment platform covers technology, investment strategies from leading investment houses, operations support, execution and custody facilities with partners. We are headquartered in Singapore and currently serve clients across South East Asia and Middle East. Our solutions are live with large retail banks and brokerage firms such as OCBC - Singapore, Siam Commercial Bank - Thailand, CIMB Securities - Asia , Kasikorn Bank – Thailand and Mubasher Financial Services - UAE.
Preview
Preview
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