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Simplify your financial
advisory business

We provide more than just digital solutions
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An efficient way to scale your business and to 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

Provide the level of security clients deserve with USSIPC insurance of up toUSD$500K per account

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Engage with your clients more efficiently

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

One-stop shop asset library

Instantly download client-ready marketing collateral and research

CONNECT was built for you

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

Differentiate your product offering by building portfolios and journeys that better suit the needs of your clients. Let us show you how to leverage technology to grow your business. Book your free demonstration today.

Book a demo now

Hierarchical and superuser access

Manage your team's performance anytime, anywhere

Dashboard - Superuser - Settings - Client Groupings

Trade notifications

Send and receive trade requests and confirmations

on one platform

Dashboard-Client-Notifications-Copy

Portfolio performance and underlying funds

Monitor the performance of your clients' portfolios on the go

Dashboard-FA-Clients-Details

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 CONNECT can make a difference in your advisory business

Book your free demonstration today

Nicholas Smith

Partnerships Manager

+65 67238173

Nick.Smith@crossbridgecapital.com

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Market Viewpoints

CONNECT Enterprise

For Financial Advisors

For External Asset Managers

Company

Legal

Risk Disclaimer

Securities and Futures Regulations

Address

Crossbridge Capital Asia Pte Ltd
One Wallich Street
#24-05 Guoco Tower
Singapore 078881

Regulated by Monetary Authority of Singapore (MAS)

Integrated with MyInfo for seamless account opening

Explore

Market Viewpoints

CONNECT Enterprise

For Financial Advisors

For External Asset Managers

Company

Legal

Risk Disclaimer

Securities and Futures Regulations

Address

Crossbridge Capital Asia Pte Ltd
One Wallich Street
#24-05 Guoco Tower
Singapore 078881

Regulated by Monetary Authority of Singapore (MAS)

Integrated with MyInfo for seamless account opening