Personal Finance Management
360F enables data-driven and scalable advisory in life insurance and wealth management with intelligent automation and scientific engagement.
Its flagship 360-ProVestment® is the world’s first-ever A.I product recommendation engine for life protection and wealth management needs, enabling advisors and agents to help their customers achieve the optimal financial well-being.
additiv is a Swiss Fintech company that was established in 1998 and today is the leading provider in the field of digitalization of wealth management. With offices in Switzerland, Singapore, Frankfurt and Nairobi and development centers in Switzerland, Romania and Ukraine, customers we work with our clients around the globe. An ecosystem with a fine selection of renowned and globally operating technology partners and service providers.
additiv a digital transformation think tank with highly skilled and experienced financial industry and technology professionals. The passionate team of Strategists, Product Managers, IT and Finance Experts and UX Designers shares a common ambition: Redesign and drive the future of financial services.
additiv’s Digital Finance Software-as-a-Service is based on its modular, cloud-based Digital Finance Suite (“DFS”) orchestrator platform and allows financial institutions to deploy class-leading client advisory, servicing and expert tools in wealth and asset management, fully omnichannel for the digitalization of new and existing business segments.
Today clients around the globe from large international banks, insurances and asset managers to local retail banks, trading houses and fintechs (wealthtech, insurtech, ecosystems) are powered by additiv’s solutions.
For more information please visit https://additiv.com/
The company supports a premier financial advisory group which represents AIA Financial Advisers.
Arca Property Risk Management a property risk transfer platform.
BankBazaar is a neutral online marketplace for financial products. The company offers a platform for consumers to discover, compare and directly apply for financial products such as credit cards and loans.
Barclays is a transatlantic Consumer, Corporate and Investment Bank.
BTO developed a solution that upgrades financial planning to become holistic life-planning.
Carrott is a micro-savings app for retirement savings (superannuation). Let’s #StopLazyCash together! For more information, visit http://www.carrottslc.com/sg
CashTrack is a Singapore-based company that provides an automatic expense. It converts text-based transaction history and presents it in an easy-to-understand format for users. The product is currently in private beta mode.
Citi has been in Singapore since 1902 and is represented in nearly every asset class. Citi Singapore is the largest foreign banking employer in Singapore, and it is home to strategically important hubs, Innovation Labs and the Asia Pacific Citi Service Centre (CSC).
We have businesses with client-focused capabilities, such as the Global Subsidiaries Group (Asia), Citi Private Bank (Global), and International Personal Bank (Global); product-focused innovation hubs, such as Global Consumer Bank, the ASEAN Investment Banking Hub, Markets Hub, and the Treasury and Trade Services (TTS) Hub; Innovation Labs, such as the Citi Innovation Lab (TTS) and the Consumer Innovation Lab; and the Asia Pacific Citi Service Centre (CSC) at Changi Business Park.
Citibank Singapore is built around three key business lines: (1) wealth management products and services, including investments, insurance, deposits and treasury products; (2) unsecured products such as credit cards and personal line of credit, and (3) secured products covering housing loans and share financing.
About CLA Global
CLA Global Limited (CLA Global) is a worldwide organisation of independent accounting and advisory firms. CLA Global member firm professionals provide audit, accounting, tax, and advisory services to help guide organisations and individuals through the increasingly complex global business and financial environment. For more information, visit CLAglobal.com.
About CLA Global TS (formerly Nexia TS)
Founded in 1993, CLA Global TS (formerly known as Nexia T.S.), is an award-winning Asia-Centred Business Advisor. An independent member firm of CLA Global Network, CLA Global TS provides a full spectrum of professional services including, but not limited to Assurance & IPO Reporting, Tax, Risk Advisory, Valuation, Insolvency & Restructuring, Sustainability & Climate Change Advisory and more. For more information, visit CLA-TS.com.
Copernicus Gold enables anyone, anywhere, in a transparent and secure manner, to digitally acquire, save, store or use as payment, any amount of gold. Copernicus Gold operates a multi-currency cloud-based platform that enables the issue of an amount of digital gold, in any measure, which is represented by gold bullion that has been purchased in advance of the issue of digital gold and stored in Singapore.
The company issues digital gold or money that is linked to a physical store of gold, which enables anyone, anywhere to acquire and save digital gold that can be redeemed for physical gold at a retail store, or used to make payments online. Currently, digital gold is redeemable at retail stores in Singapore for gold coins or gold jewelry. Copernicus Gold is a platform for issuance and circulation of electronic currencies developed on the basis of the blockchain technology. From the very beginning of its development, the project was designed to feature an open API (https://github.com/copernicusgold/api) and has been functioning as a Bank-as-a-Service allowing to accomplish the tasks of holding wallets (accounts) in different currencies, assets (including a currency linked to physical gold bullion), with the purpose of investments, carry out conversions with market spreads between such wallets, as well as carry out transfers between its users. Its clients are both individuals and corporate entities.
Our company is founded in 2018 by experts from computer security, blockchain and digital currencies’ industry. CYBAVO’s growing team is composed of expert developers and researchers with solid experience in the security and cryptocurrency fields. CYBAVO has offices in Singapore and Taipei.
DIYInsurance (Do It Your way Insurance) is Singapore’s First Life Insurance Comparison Web Portal launched in June 2014. We exist for one sole purpose: to empower you to make informed decisions about your insurance purchases based on no one’s agenda except your own.
Backed by key people with almost 2 decades of experience, we are committed to benefit you with the most honest, independent and competent advice. We do this by sharing objective product comparisons and knowledge on the right approach to insurance planning.
Understanding that commissions may create a conflict of interest in advice, all DIYInsurance staff are salaried-based and not commissions-based. Get greater cost savings as we rebate 50% of the commissions back to you and compare a wide range of products for your Protection, Savings and Retirement Income needs from various insurance companies.
Dr Wealth was acquired by BigFatPurse Pte Ltd in June 2016, it is a web-based financial planning platform that aggregates data, monitors users? portfolio performance, analyzes markets, and manages the investment process. The platform allows the users to view and manage their investment portfolio, budget & expenses, insurance coverage, retirement plans on a single platform and optimize their returns.
Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients. Dragon Wealth?s technology leverages the latest in social, mobile, analytics and cloud solutions to provide at-a-glance insight on clients? investment behavior, peer group comparisons and expert information, enabling relationship managers and their clients to have transparent conversations about clients? investment needs.
Empala is a financial wellbeing service that helps to bridge the payday gap.
Engee Advisors is a Singapore based boutique consultancy focusing on the Fintech, Wealth Management, Private Banking and Asset Management space.
Provide clients with solutions that are based on a Deep-Dive into the problem; Executable, and solve the core business problem.
EnjoyCompare is an online platform to compare different financial products such as loans, credit cards and insurances. It has added the feature of comparing the broadband plans also.
Euro Asia Alternative provides alternative investments sourcing, platform, consultation and services.