CONNECT for Financial Advisors

Streamlined wealth management delivery that allows you
to manage more accounts and service existing ones better.
Differentiate your product offering today.

YOUR DIGITAL TRANSFORMATION PARTNER


Scale your advisory business

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Preferential custodian rates passed directly to the clients without any mark-ups

portfolio choices

Various AUM split options available including reduced allocation for funds

Efficient custody

Feel more secure with US SIPC insurance of up to USD$500K per account

private banking instant portfolio

Bespoke and engaging customer journeys customised to your needs

Book a free demo today

FAQs


Q. What is a robo-advisor?

Q. Who manages the client?

Q. What are the benefits of CONNECT for FA firms?

Q. Is there a lock in period for clients?

Q. How are advisors paid?

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Regulated by Monetary Authority of Singapore (MAS)

Integrated with MyInfo for seamless account opening



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