Wealth Management

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

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The Goldman Sachs Group, Inc. is a leading global financial institution that delivers a broad range of financial services across investment banking, securities, investment management and consumer banking to a large and diversified client base that includes corporations, financial institutions, governments and individuals. Founded in 1869, the firm is headquartered in New York and maintains offices in all major financial centers around the world.

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Prudential Wealth Holdings Company Pte Ltd

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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.

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

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CashWise provides automation solutions for Treasury Management of idle cash.

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

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A pioneering supporter of fintech collaborations in Singapore and Vietnam

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FNZ is a global wealth management platform provider partnering with financial institutions

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We are one community sharing & following each other’s investment journey in a simple & engaging way

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Developer of innovative thematic and predictive analytics enabling a novel systematic approach for the M&A function and research. Our data solution is tailored for M&A professionals working for investment banks, private equity firms and corporate M&A teams.

Key features:
1) While traditional M&A databases show you the past M&A, the M&A Compass gives you a lens into the expected M&A with predictive analytics based on the last three years M&A. Quickly identify the potential buyers of a company for sale or the potential buyers and sellers of any industry theme or technology.
2) Standard industry classifications and key word searches used by traditional M&A databases produce inaccurate and incomplete results. By contrast, the M&A Compass, featuring a search engine based on concept relationship, ensures a more precise and comprehensive search of the targeted thematic M&A and markets of interest.
3) With the M&A Compass you can quickly identify the industry themes that are driving up or down the M&A activity and the industries, niche markets, or technologies that are expected to attract more interest from buyers or that are more likely to be divested in the near future.

Our demo prototype is online! We are looking for beta testers

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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.

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

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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 fintech company offer wealth management solution to institutional clients and HNW investors

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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.

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Blue Altitude Capital is a licensed wealth management and financial advisory firm based in Singapore.

We offer bespoke solutions for our clients’ financial needs.

The firm holds a Capital Market Services license and is regulated by the Monetary Authority of Singapore.

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Provider of proprietary core banking system (S2i), back office and digital services to Private Banks

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