With New Wealth you can unite saving, investing, protection and education into one seamless experience.
1) New Wealth PRODUCTS CENTER
Our white-label Securities portal is extremely intuitive and device-agnostic. It enables the compliant marketing, advisory and sales of financial instruments & portfolios. It leverages our comprehensive catalogue of future-proofed widgets/micro-frontends, and it can either be delivered as a standard app or as a customized application.
Target audience
Both first-time investors and sophisticated customers
Relationship Managers and Personal Financial Consultants
Key features
Mobile-optimized experience for products search & discovery
User-centric & interactive views for client-facing interactions
Comparison, favorites, research and personalized alerts
AI/ML for featured & similar funds and Next-Best-Products
Use cases
Pre and post-login investment screening and self-discovery
Hybrid sales by human advisors of single instruments and investment portfolios
2) ONE-STOP CLIENT Wealth app
Our mobile-first portal for high-touch customers covers collaborative client-on-boarding, online subscription, research & insights, events and client reporting.
Target audience
Private Banking and Institutional investors
Affluent and upper-affluent clients
Key features
Mobile-first & end-to-end Wealth servicing - that works on any platform and device
Remote client/product on-boarding with full KYC & e-signature
Dynamic client portfolio reporting and goal(s) monitoring
Personalized alerts and notifications
Use cases
Launch a 5-star mobile Wealth App for your existing Wealth clients - in a short time-to-market
Embed our specialized mini-app within existing client mobile banking or insurance apps (integration via WebView or SDK)
3) New Wealth SUSTAINABLE INVESTING
Our customer-centric profiling ascertains an investor’s sustainability preferences, before incorporating them in investment and/or portfolio advice.
Target audience
Awareness and engagement with self-directed investors
Digital empowerment and education of frontliners involved with affluent & HNWI clients
Key features
Computation of individual ESG profile & scoring
ESG drivers to help RMs understand their client’s motivation
Technology-augmented financial planning, goals-driven advising and holistic stress testing
Investment engine controls & compliance checks
Use cases
Digitally-supported consultative selling by human advisors
Infuse high-value human touch into the relationship model while using our connector(s) to external CRM (Salesforce, Microsoft)
4) New Wealth DATAHUB
An enterprise-grade software for automated and collaborative investment data management. A comprehensive data hub to manage all content & wealth data consumed by your digital wealth channels.
Key features
Flexible workflows for data collection, data cleansing and data delivery
Powerful component library for fast customization of UIs
Multi-countries, multi-languages and complete audit trial
Use cases
Power your digital wealth channels (Web, pre-onboarding, post-login, RM tools) with extensive data and fast loading, via our standalone DataHub
Enable the efficient and decentralized collection of product & marketing data from several sources and counter-parties, and validate them effortless
If you are interested in a personalized demonstration of one or more of our solutions, please send an email to demo@newwealth.com.sg for an initial conversation.