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A competitive edge for business sustainability. Change the way your customers invests.
A fully-functional wealth management app on cloud with an end-to-end digital experience for your customers. From customer on-boarding with KYC, support, communications, marketing, robo-advisory to data and cyber security. We provide a holistic solution to the challenge of wealth management. Readily deployable within your company’s wealth management offering to your customers
A sustainable partnership to create value in a fast-changing world.
We provide the knowledge to set up and run a platform business. We listen and understand our partners’ challenges to enhance operational efficiency, improve profitability and provide an on-going support throughout the partnership.
for superior customer experience
For easy deployment and business scale in your local market
Liquidity for investors to sell longer-tenor assets. Opportunities for shorter-tenor assets for buyers
Ready technology for fully online KYC that meets the requirements of local regulators
Class-leading security with Ping An’s proprietary technology expertise
Advanced technology to enable a 100% digital onboarding and investment fulfilment
Direct links to renowned product providers: Blackrock, KKR, Partners Group and many more.
A fintech company with the know-how to run a digital wealth management platform successfully
Awarded “Best of Best Fintech Innovation in Asset Management (ASEAN) 2020” by Asia Asset Management
Feature your investment offerings with ease
Communication and marketing capabilities in-built
Your logo, your business colour scheme and style
Easily adaptable to your local regulatory requirements
The following demo videos are available upon request:
Account opening, investor education, marketing, product & transaction
A new digital investment platform that aims to help retail investors in Thailand gain access to a full spectrum of onshore and offshore investment products at low minimum investment amount.