Financial Technology firm that services financial institutions in the wealth management industry.
We launched our beta software in 2009 during the Global Financial Crisis. Today, over 10 leading Retail, Private Banks and External Asset Managers use our platform. We also launched a leading industry bank consortium platform, together with 6 Global Investment Banks. That has grown to be the largest network in Asia Pacific. Over 10,000 client advisors use the platform to manage over $500 billion in client AUM.
Our core business is solely focused on 3 main areas which are Enterprise Wealth Compliance, Best Executions and Digital Advisory. Solutions significantly enhance collaboration and connectivity between Advisors, Execution desk, and Investment Product Providers to Wealth Managers. The solutions are not just to improve the quality of investment advice without losing the high human touch, but also ease the compliance burden to keep banks and bankers safe.