top of page
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
bottom of page