Wealth Management

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

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.

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.

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.

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.

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

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

Asset Management related tech (KYC/AML/AI)

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.

WealthTech Company that provides, AI powered Data Aggregation, ESG and Investment Perf Reporting

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.

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.

Bridging the gap between saving, trading and investing

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

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

Wealth, Finance & Brokering Company

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