Personal Finance Management

Rating
Featured/Unfeatured
Claimed/Unclaimed
360flogoupdatedredcmyk-400x20320191202144611.jpg

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.

LoanOwl.png

LoanOwl offers a comparison software which works with banks and accredited lenders to provide updated rates provided by them. It provides services for personal, SME, education, and mortgage loans.

0 (3).png

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.

Lumiq.png

Lumiq is a comprehensive wealth management platform that automates smart asset allocation, optimisation and tracking.
We provide institutional grade tools that cover investment risk, return and probability of loss, and make it easy for advisors to track goals – for portfolios or a person’s life goals.

simple2trade-squarelogo-153561326604820200409121529.png

imple2Trade is a SaaS platform that helps capital markets industry players

additiv_b.png

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/

0 (5).png

OCBC Bank is the longest established Singapore bank, formed in 1932 from the merger of three local banks, the oldest of which was founded in 1912. It is now the second largest financial services group in Southeast Asia by assets and one of the world’s most highly-rated banks, with an Aa1 rating from Moody’s. Recognised for its financial strength and stability, OCBC Bank is consistently ranked among the World’s Top 50 Safest Banks by Global Finance and has been named Best Managed Bank in Singapore by The Asian Banker.

OCBC Bank and its subsidiaries offer a broad array of commercial banking, specialist financial and wealth management services, ranging from consumer, corporate, investment, private and transaction banking to treasury, insurance, asset management and stockbroking services.

empala20200624083321.png

Empala is a financial wellbeing service that helps to bridge the payday gap.

0 (7).png

Maybank Group is the leading financial services provider in Malaysia catering to the needs of consumers, investors, entrepreneurs, non-profit organisations and corporations. The Group, which has expanded internationally, has the largest network among Malaysian banks of over 2,400 branches and offices in 20 countries, employing over 44,000 Maybankers and serving over 22 million customers. It is the only regional bank with a presence in all 10 ASEAN countries (as of November 2016).

By strengthening our core business and franchise, we gain a competitive advantage by achieving synergies across our diverse group. Domestically we aim to achieve leadership across key and profitable segments. Internationally we capture value from new investments and continue to pursue organic expansion by delivering innovation and superior customer value. We are a top recruiter of talent and view our leadership pool and talent pipeline as key to realising our aspirations. We constantly seek to enhance performance management and achieve cost optimisation by focusing on effective IT operations and enhancing employee productivity.

exeingenicocmjn2019121211193020210930075548.jpg

Ingenico Group is the global leader in seamless payment, providing smart, trusted and secure solution

logo250x250.jpg

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.

0.png

Kina Bank is a diversified financial services provider in Papua New Guinea, offering customers end-to-end financial solutions, from savings accounts to small business loans, investments to mortgages, stockbroking and financial advice, investment management and fund administration.

Lucro is a SaaS platform designed and built from grounds to meet the specific needs of financial institutions, brokers and agents, including security, compliance, scalability, support for multi-channel distribution requirements, ease of use and speed of implementation.

Lucro provides and automates the sophisticated, active conversion rate optimization capabilities and leading retention strategies covering communications and messaging, UI/UX, personalization, advanced AI and ML models and market intelligence data.

0 (1).jpg

Principle Partners is a specialist in buy-side executive search with a focus on Asset Management, Private Equity, Hedge Funds, Technology Companies and Wealth Management.

Our consultants have been consistently ranked in the Top 5 in industry client polls in the last decade. We have worked on mandates across all levels from Analysts to the Head of Asia Pacific and have built a strong reputation for integrity and intimate knowledge of the markets.

We are Asian specialists with strong local roots and network. We are proud of our Asian heritage and are able to source and access the best talent in the Asian market and Asian returnees in the US and Europe.

0.png

We are a fintech providing Hulgrave Rankings to money managers who are proud to distribute Hulgrave to their clients.

Hulgrave is an independent and clear score that eliminates information asymmetry between clients and money managers.

The company supports a premier financial advisory group which represents AIA Financial Advisers.

citibank-logo.jpg

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.

Finexis-Logo-Thumbnail.jpg

finexis advisory Pte Ltd provides more than just financial advisory services – we cover a range of financial needs throughout your lifetime. Think of us as lifelong financial confidantes – always there to help apply broad-based solutions in thoughtful and meaningful ways.

Our Philosophy
At finexis, we think of ourselves as more than financial consultants. We advise people on some of life’s most important concerns. Simply because, money lies in the heart of many areas of our lives – from taking care of our basic needs to fulfilling higher aspirations.

With a goal to create a lasting positive influence on every life we touch, we listen to what our clients have to say and design our solutions to complement their needs. We want to impact lives beyond finance.

Our Partners
finexis offers the range and depth of products and services that can assist in fulfilling our clients’ unique needs. We are in partnership with over 30 international fund houses offering more than 400 professionally managed funds, more than 8 major life insurers, more than 18 general insurers, 2 investment platforms and 7 international banks.

Our Promise
finexis believes in providing our clients with not merely the hardware of products, but also with a complete
financial experience through quality long term planning and sound advice. The finexis 3i approach
Imagine . Implement . Involve is a step by-step guideline that covers the entire client consultation process.

bto-with-tagline20190627115017.png

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

VI gradient tagline_purple.png

VI (read as “vee”) is a Singapore-based FinEduTech platform through VI App and VI College.

VI App is a smart stock analysis tool with a social network element, revolving around the needs of a community of Value Investors. VI App crunches traditional financial data and distils information from the stock analysis process into easy-to-use formats to help users invest smarter, faster and easier. The Social Bubble module is also an aggregation of market sentiments and allows effective information flow and exchange between users.

Integrated with the services and programme offerings of VI College, the region’s leading financial education provider*, VI App allows users to keep track of their private financial information, research and filter high-quality investible companies in seconds, construct and monitor investment portfolio while promoting investor education, community-driven knowledge exchange and cultivating independent thinking; all on a platform and available at a single touch.

Invest Smarter. Faster. Easier with VI.

*Sourced from Euromonitor Report based on estimated course revenue receipts of value investing courses in calendar year 2016, research conducted in June – August 2017 in Singapore and in Malaysia.

Showing 1 - 20 of 57 results