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Advisor Solutions

Scalable, high-touch, low-cost advisory solution

Scale your business with our support.

Let Us Support You To

Grow your advisory and fund management business

Help your friends and relatives in their investments

Manage your family’s wealth and segregate payments to each family member

You focus on your clients, we do the rest

Build your business by adding value to your clients. You have full access to our thematic goal based and factor based strategies plus all our automation tools on our solution.

Treat your clients special

You can personalise our pre-optimised thematic strategies to suit your clients’ needs. You can provide such high-touch service without additional costs. For friends and family, you can allocate based on their individual needs and values.

Grow and scale your business

Our advisory solution is built to scale. You can choose from our pre-optimised strategies or build your own either through our advisory service or leveraging on our analytics. So, let us do the heavy lifting for you.

Save time and money

Our analytics, data and portfolio construction tools are accessible at your fingertips. Portfolio performance attribution and analytics are available on the go. Forget about spending precious time collecting, cleaning and analysing data. Value add to your client with our analytics and reporting tools.

Flexible operationally and in portfolio management

We offer flexible operational choices. Portfolio rebalancing can be manually triggered or automated. Our commercial arrangements are also flexible to suit your size and needs.

Global coverage

Our advisory platform covers almost all the blue chip stocks and exchange traded funds in the US, Europe and Asia.

Sophisticated risk management

Advisors can provide bespoke risk parameters as part of the portfolio construction using our advisory service. You can also set the cut loss and take profit limits.

Run your business seamlessly

You can use our fully digital solutions – from onboarding, portfolio construction to order routing, portfolio monitoring and portfolio analytics.

Get the best price execution, be safe and secure for them

We partner with one of the largest low-cost global broker to offer best execution for your clients. Your clients’ securities account is protected by the Securities Investor Protection Corporation (“SIPC”) for a maximum coverage of USD500,000 (with a cash sublimit of USD250,000) and under excess SIPC policy with certain underwriters at Lloyd’s of London for up to an additional USD30 million (with a cash sublimit of USD900,000) subject to an aggregate limit of USD150 million.

You Benefit From

  • Detailed dashboards
  • Personalisation
  • Digital onboarding
  • Automated portfolio monitoring
  • Automated portfolio rebalancing
  • Portfolio performance attribution

Didn't find what you were looking for? Check out

Goal Based Thematic Investing

Factor Based Thematic Investing

Sustainable Investing

Find out how we help you build your business

Advisory Solution