New Wealth
HQ Address
23 Church Street, Capital Square, Level 7, Singapore 049481
Website Address
Business introduction
Accelerate your digital wealth experience in weeks, not years
Breakthrough micro-frontends, standard apps, and Wealth DataHub for the individualized marketing, advisory and sales of investment products
New Wealth is a B2B FinTech 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.
New Wealth Solutions
Wealth and Advisory App
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......
business needs
- Client Communications & Reporting
- Client Engagement & Management
- Client Marketing & Prospecting
- Digital (Robo) Investing
