Bespoke business to business solutions

At CONNECT Enterprise we enable Financial Advisors, Private Banks, Asset Managers, Multi-Family offices, Broker Dealers, Trust Companies and non-financial entities to deploy digital and scalable wealth management solutions – in an efficient and effective manner – to reach a wider client base.

We can help you drive conversion, grow client assets, maximise revenues, as well as build customer and employee loyalty through wealth solutions that guide investments, track performance and give access to global markets in a fee-efficient manner.

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CONNECT is only for Accredited Investors. Please click here to learn more

Why CONNECT Enterprise?

Don’t get disrupted by technology. Leverage it instead

Technology is changing the way we interact with our clients. CONNECT Enterprise provides a full-service or bespoke digital solution that allows you to embrace technology, increase your speed to market and position your firm with an omni-channel business model. From frictionless, automated client on-boarding, an intuitive user experience, and the investment experience of an established MAS-licensed company firm, CONNECT can help you scale your digital wealth business by providing:

• Robust and efficient portfolio construction
• Fully digital account opening
• Client management
• Reduced risk and efficient fees

Key benefits of CONNECT Enterprise

Smart solutions offering efficiency and security

Access to our in-house Investment Advisory team

• State-of-the-art technology and UX
• Fully Automated
• Multi-lingual

Customisable asset allocation & portfolio construction

• Multiple asset classes
• Goal-based portfolios available
• Industry-leading product partners

Efficient custody & administration

• Safe custody
• Full portfolio visibility
• Full portfolio visibility

Market leading platform

Facts about CONNECT

• Singapore’s first and largest robo-adviser
• State-of-the-art technology and user experience
• Leading providers including, BNY Mellon’s Pershing LLC, Morningstar, Banque Julius Baer
• CMS License issued by the Monetary Authority of Singapore (MAS)
• Customisable, transparent and market-tested
• Full service or modular solutions

Simplify your financial advisory business by going digital

CONNECT for Financial Advisors

Differentiate your product offering

• Bespoke and engaging customer journeys customised to your needs

Enhance your advisor efficiency

• Various AUM split options available including reduced allocation for funds

Protect your clients assets

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

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

Book your demo today