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

Select

Engage with your clients more efficiently

Preferential custodian rates from any custodian of your choice, are passed directly to the clients without any mark-ups

portfolio choices

Enhance your advisor efficiency

Various AUM split options available including reduced allocation for funds

Efficient custody

Protect your clients assets

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

private banking instant portfolio

Differentiate your product offering

Bespoke and engaging customer journeys customised to your needs

Digital engagement is becoming a vital aspect of an advisor’s offering. Crossbridge Capital works closely with you to build portfolios and journeys that suit the needs of your clients. Access multiple investment strategies from a selection models.

Let us show you how to leverage technology to grow your business.

Book your free, no-commitment, demonstration 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?

Address

Regulated by Monetary Authority of Singapore (MAS)

Integrated with MyInfo for seamless account opening



© 2019, Crossbridge Capital Asia Pte Ltd. | This advertisement has not been reviewed by the Monetary Authority of Singapore. | All Rights Reserved.