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.
CONNECT is only for Accredited Investors. Please click here to learn more
Why CONNECT Enterprise?
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:
Key benefits of CONNECT Enterprise
Access to our in-house Investment Advisory team
Customisable asset allocation & portfolio construction
Efficient custody & administration
Market leading platform
Simplify your financial advisory business by going digital
Differentiate your product offering
Enhance your advisor efficiency
Protect your clients assets
Engage with your clients more efficiently