Wealth Management

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Investment suitability is at the center of attention of the current regulatory waves. We enhance the investment & advisory value chain from research to distribution with suitability assessments, solving the cross-border distribution, product and tax suitability issues of financial service providers. The entanglement of client context, rules and data leads to our automated unambiguous suitability answer – down to the specific instrument level. Our solution is AI supported, as we developed a deep learning algorithm to read necessary documents.

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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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We provide wealth managers with technology solutions to make their work simple

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

Aquanthus designs systematic quantitative investment strategies for professional investors

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Asset Management related tech (KYC/AML/AI)

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Investbanq is an AI-powered digital wealth management platform for affluent investors. Our solution offers investors a value-centric AI- and traditional advisory-led access to equities, bonds, funds, PE/VC and other alternatives and (eventually) digital assets, all from a single interface that enables smooth onboarding and further empowers clients via cutting-edge reporting and analytics tools and proprietary alpha generation and value scoring algorithms.

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

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finalytix provides Ultra-HNWIs, Family Offices and Independent Financial Advisors (IFAs) increased transparency, cost savings and benchmarking of their financial portfolios. finalytix gives you your whole financial landscape in the palm of your hand — financial insights at your fingertips. By identifying asymmetrical information through theirproprietary technology, they help you preserve and grow your wealth, mitigate risks, realize savings, optimize your holdings, and find better products and new investment opportunities otherwise not easily found.

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