Wealth Management

New Wealth is a B2B WealthTech provider that offers modular white-label solutions, to boost the distribution of mutual funds and wealth management services.

Applying behavioral design, data-driven personalization and automated financial advice, our cloud-first solutions foster digital engagement with end-clients — and empower Relationship Managers with easy-to-use hybrid advisory.

Our modular platform helps financial institutions to retain and grow AuM, increase fee-based income, and lower operating costs:

➊ NW ‘Wealth Products Center’ enables screening, discovering and analyzing investment products on any device;

➋ NW ‘Sustainable Investing’ drives ESG awareness and mobilizes capital towards the 17 SDGs;

➌ NW ‘One-stop Client Wealth app’ provides a mobile-first portal for high-touch customers;

➍ NW ‘Financial and Retirement Planner’ offers an innovative & client-centric approach to wealth planning.

Prudential Wealth Holdings Company Pte Ltd

Quantifeed enables financial institutions to provide customer-centric investment services.

Roots Innovation is a tech company providing consultancy and implementation services.

Global asset and wealth manager, Schroders delivers a broad range of investments.

Sircured Pte. Ltd. is a Singapore-registered FinTech Company certified by Singapore FinTech Association as a Wealth Management provider. Our team members have an established track record in regulated industries such as legal, finance and insurance and we have a keen interest in bringing together technology to solve today’s problems simply. Our first product is vaultbox.

We created vaultbox because there was no good and secure place to keep our important personal data and files electronically while still being able to give advance access to our loved ones.

We have also designed vaultbox to be useful enough for continuous use, so that it is easy for you to keep things updated, and then to leave behind an accurate and clear state of affairs for your trusted deputies.

vaultbox is as good as a bank safe deposit box, adapted for the 21st century.

A pioneering supporter of fintech collaborations in Singapore and Vietnam

Dedicated to the “EAM”, WIZE is a flexible web solution, all-in-one, with a end-to-end coverage: portfolio management, orders, CRM, compliance, invoicing, back office and e-banking access.

VC Funded Wealthtech platform providing HNI investors with access to private market opportunities.

World-leading provider of Trust, Corporate Services and Fund Administration systems

UBS is a Swiss multinational financial services company founded and based out of Switzerland.

We offer an easy-to-integrate platform that digitizes the life-cycle management of your actively managed investment products. Our tunable software engine handles everything from portfolio rebalancing to investor reporting and audit trails, so you can focus on your core competencies.