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Digital Wealth Management System

A solution that automates the entire wealth management lifecycle, from customer profiling to portfolio creation to monitoring and rebalancing portfolios. It creates an ideal portfolios base on the customer risk profile, assesses investment propositions to maximize return, while monitoring and rebalancing for continued results.

Automated wealth management advice 

Robo “Alpha” to manage the investment, track the wealth and make the most of it

Streamline operations through flexible technology  

Real-time paperless easy onboarding process with basic questions

Automated portfolio management

Manage multiple & complex investment programs from one solution

Fully automate the creation and management of desired investment strategies through one platform

Provides goal-based client advice

Focus on client’s investment objectives and preferences

 Total cost-effective solution

Able to scale rapidly, without the need to duplicate the technology

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