Fintech Investment Robo Advisory Trading System

Seeking User, Expansion, Grow Regional. Change of Business Model. White Labeling & Customisation available then to operate on my own. Mission to share this "pain killer" to financial business owners.

For: 

A) Any Biz owner to diversify your business or to be in the Financial Technology (Fintech) business.

With this minimal investment build passive income > 4 mil a year, RECURRING income, with 50k client base; with Asset Under Management (AUM) as low as $10k each.  (Real Current Track Records Now). Non Financial Biz Owners are welcome as Investors, we can package in leads generation and consultant at a monthly package. 

B) Financial Advisors (FA) /Insurance Agency Directors:  Customisations can be made to the recommendation Unit Trust (UT) funds and, or Exchange Traded Funds (ETFs) according to your house views. (at Additional customisation costs) 

Option: Leads generation service via our Digital Marketing System & Digital Campaigning Service. (>12 years proven track records).

Solves your Headaches & Pain for Balance Score Card (BSC) risks, and compliance breech, cut costs for your Financial Advisory Business for compliance operation costs.

Current Complete System Includes:

Financial Advisory Robo-Advisor System (MAS FA Licensed)

Able to customise to your UT and, or ETFs recommendations with portfolios constructed for individual risk profile groups.

For Customisation & White Labelling 

Modules to customise are subjected to excess charges. Quotation  to be requested depending on your needs. We are able to provide a free consultation for your system needs, with a business analysis survey.

1) Live Interface Online for clients to sign up for Investment Account. Fact Find & CKA & Risk Profiling Module.

2) Recommendation of Investments UT,ETFs. Portfolio Construction.

3) Investment live monitor reports and charts.

4) To code and execute your trades automatically to and via our panel broker.

*5) Fund Manager to advise you. If you do not have a in-house Chief Investment Officer (CIO) or Fund Manager (FM) to provide the trading recommendations and trading strategies.

Has been operating for more than 3 years.

Other Smart Application: For Employee Benefits flexi cash benefits management, Individual online retail investors, Family Office cash management.

 Scalable to regional except U.S. Citizens and PRC.

**Unique PlusPoint Over other Robo-Advisors / Trader Makers: 

We package in the "Secret Sauce" to success which is a systematic service of : Digital Marketing Campaigns consultation and Leads Generation System. (Optional, request for quotation.)

Leads generation formula with 12 years track records in  retail businesses and financial advisory businesses.