Personal Finance Management

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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.

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Ploutos Strategic focuses on Asian UHNW business families and family offices in a unique niche – by providing independent and holistic strategic financial solutions for their family businesses.

In addition, Ploutos Strategic also works with FinTech/Blockchain startups – helping to raise capital from, as well as initiate strategic partnerships with, business family clients.

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BTO developed a solution that upgrades financial planning to become holistic life-planning.

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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.

 

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Barclays is a transatlantic Consumer, Corporate and Investment Bank.

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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.

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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.

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Pacific Trustees (Singapore) Ltd is an independent trust company duly licensed by the Monetary Authority of Singapore under Trust Companies Act (Cap 336).

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Youtap is a financial services, merchant services aggregator, and mobile payment processing company based in Singapore. Youtap provides partners with secure, transparent peer-to-peer financial services utilizing traditional and distributed ledger processing to provide an interoperable layer between financial institutions, payment providers and other companies providing financial services to merchants and consumers.

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Shenton Brokers is a marketplace to compare and buy insurance policies, all commission-free.

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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.

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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.

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Arca Property Risk Management a property risk transfer platform.

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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.

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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.

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