Empower relationship managers, advisors or DIY clients themselves, to achieve cost efficient distribution of wealth products and increased quality of portfolio management
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
Use cases
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
Key features
Use cases
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
Key features
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
Use cases