Personal Finance Management
BTO developed a solution that upgrades financial planning to become holistic life-planning.
PlayMoolah is a fun online platform for kids aged 6 to 11. It teaches kids about the value of money and managing their finances. It designs fun digital products for children and grownups to learn about money by combining behavioral research with the power of play.
GoodWhale was created to make financial literacy inclusive and easily accessible to all.
The GoodWhale application aims to empower everyday people to understand stocks in a fun and simple way. Through its fun and engaging platform, users can expect to research and understand their investments in a simple yet comprehensive manner while levelling up their skills through fun content.
Barclays is a transatlantic Consumer, Corporate and Investment Bank.
Our goal has always been to maximise our reach out to people with financial planning needs. We have created a brand that strives for excellence and we hope to increase our staff strength by 30% this year. Further down the road, we would like to be more involved in creating an ideal platform for education that would benefit the younger generation in the long run. Our Organisation also aims to bring about overall wellness through the focus on health and fitness. Family bonding is also greatly valued that would bring people closer together to their loved ones. Through genuinely caring for people, we bring them endless rewards and fulfilment that would benefit them for a lifetime.
Pacific Trustees (Singapore) Ltd is an independent trust company duly licensed by the Monetary Authority of Singapore under Trust Companies Act (Cap 336).
Quantyr Smart growth’s strategy is based on the fact that most companies tend to see growth as the ultimate goal for their future.
However, what matters for investors in the long term is profitable growth.
Therefore the Quantyr Smart Growth’s strategy looks to select companies that have been able in the past to deliver positive Economic Profit growth for their shareholders as well as positive Free Cash Flow on a sustainable basis.
We also look at Valuation and future Free Cash Flow and EPS growth.
The weight of Stocks is equally weighted among the companies which satisfy Quantyr Smart Growth criteria in its domestic market.
FINESSE is a Singapore-based Fintech Company, focusing on B2B2C Digital Wealth Solutions for Financial Institutions to digitalize their platforms to power their businesses.
Our Product Solutions accommodate a variety of businesses and are tailored to segment-specific client groups.
Finesse Engine builds on existing core Banking system to introduce the Innovative Digital Investment Solutions in retail banking, private banking, family office and asset management firms.
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.
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.
Miss Kaya is a part of Marvelstone Capita, a digital financial services provider for women in Asia focused on financial budgeting and portfolio management. The company offers robo advisory platform that allows high net worth investors to create own profile and builds an unique portfolio to reach their long-term financial goals. It also offers budgeting tools such as an e-wallet with a Miss Kaya debit card, which the company claims will help women transact seamlessly and remain financially responsible.It aims to simplify and demystify financial planning and wealth management for women and also serve as an all-in-one tool for budgeting, payments, and investing.
fundMyLife is a web platform that intelligently connects users with right financial advisers based on their financial planning questions. Their proprietary algorithm ensures that users’ questions are matched with the most suitable financial adviser based on their specialisation. fundMyLife features adviser profiles and client reviews and to empower users to make sound financial decisions confidently.
Quber facilitates achievement of consumers? financial objectives through traditional and social settings. It is a personalized tool for individuals to achieve ongoing multiple objectives to manage, save, donate, and invest their money while creating new exciting ways to collaborate online. Quber uses unique bots to help individuals automate their money management whether it is for paying their bills, saving for their wish-list item, donating to their favorite cause, or helping others meet their savings goals.
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/
GoalsMapper™️ is the first fintech / insurtech company in Singapore with the vision to redefine financial planning, through its real-time, scenario-based and customer-facing financial planning software.
GoalsMapper™️ leverage on smart technology to allow advisers to take in consumer’s financial information and present them in simple-to-understand and powerful charts. Because information, scenarios and recommendations are continuously computed in the background, consultants and consumers can focus their time on more effective discussions and better planning experience.
Furthermore, the high detailed and accuracy of the GoalsMapper™️ charts allows consultants to assist clients to plan out multiple financial goals and multiple life scenarios to ensure that they are prepared for their financial future and make smarter financial decisions.
GoalsMapper™️ is committed to the digitalization of the financial advisory industry. At the same time, we believe this is still a people-centric industry. By empowering the financial consultants with a powerful planning and client-facing solution, it increases their professionalism, value offering and credibility to the client.
Visit https://www.GoalsMapper.com to know us more.
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.