Wealth management & investment advice for RMs
The Wealth and Advisory App for frontliners has been designed to support the effective handling of single instruments and individualized asset allocations to retail, affluent and HNWI customers.

Target audience

• Client-facing interactions of relationship managers, advisors, agents for wealth and asset management

Key features

• Goal-based investment and risk profiling
• RM-assisted sales of single instruments and asset allocations
• Portfolio advice and investment proposal generation
• Investment account opening and orders taking
• Wealth client and portfolio servicing

Use cases

• Enforce compliance and investment products suitability
• Increase productivity of Advisors and conversion rate
• Achieve greater share of wallet among your Wealth clients

Mutual funds / unit trusts / ETFs center
Powered by Morningstar quality and detailed data & information on unit trusts, funds and securities, the white-label securities portal of New Wealth helps generate quality leads from the website of financial institutions. It applies best-in-class design to desktop view and a mobile-responsive design for smartphones.

Target audience

• Both first-time investors and sophisticated customers
• Relationship managers and personal financial consultants

Key features

• Mobile-optimized service for securities search & discovery
• Modern & best-in-class view for desktop users
• Interactive factsheets with progressive display
• Comparison, list of favorite funds and personalized alerts

Use cases

• Pre and post-login mutual funds search and self-discover
• Support single mutual fund sales by PFCs and RMs

Client Wealth App
Designed for mobile users, our lean Client Wealth app offers all the typical features expected by retail and affluent Wealth customers for investment reporting, portfolio monitoring and Wealth self-servicing.

Target audience

• Existing-to-wealth investors
• New-to-wealth: Middle-income and affluent segments

Key features

• Mobile-first and end-to-end wealth service
• Dynamic client portfolio reporting and goal(s) monitoring
• Deviation analysis and portfolio rebalancing
• Personalized alerts and notifications

Use cases

• Launch a mobile Wealth App dedicated to existing Wealth clients in a short time-to-market

• Deliver micro-services within existing banking or insurance apps

Lean retail robo advisor
Designed primarily for mobile-first users, our lean robo-advisor for the mass delivers cost-efficient Discretionary Portfolio Management (DPM) services on a wide range of products (Mutual Funds, ETFs, Equities and Bonds).

Target audience

• Millennials and new-to-advice segments (acquisition and increased share of wallet)

Key features

• Simple goal-based investment
• Education tips embedded into the customer journey
• Progressive display of financial information on a need-to-know basis
• Frictionless onboarding with pre-population of input data

Use cases

• Promote asset allocation and portfolio management to retail investors
• Raise awareness and help move cash deposits into investments