Simplify your financial advisory business
by going digital


Join other financial advisors who are leveraging our digital platform
to grow their businesses
Book a demo now

Use our digital platform to scale your business and provide your clients with an easier way to work with you.


private banking instant portfolio

Differentiate your product offering

Bespoke and engaging customer journeys customised to your needs

Robo Advisor 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

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

CONNECT was built for you

We know administrative work for your clients can become overwhelming. So instead of managing clients manually, let us help you streamline your process to let you manage more clients and service existing clients better.

Differentiate your product offering by building portfolios and journeys that better suit the needs of your clients.

Hierarchical and superuser access


Manage your team's performance anytime, anywhere

Trade notifications

Send and receive trade requests and confirmations

on one platform

Portfolio performance and underlying funds


Monitor the performance of your clients' portfolios on the go

FAQs


What is a robo-advisor?

Who manages the client?

What are the benefits of CONNECT for FA firms?

Is there a lock in period for clients?

How are advisors paid?

What custodian do you use?

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

Book your free demonstration today

Nicholas Smith

Partnerships Manager

Address

Regulated by Monetary Authority of Singapore (MAS)

Integrated with MyInfo for seamless account opening