Invessence Powers UTRADE Robo, the New Digital Fund Manager by UOB Kay Hian
May, 22 2018 | Christopher
Digital wealth management technology provider Invessence has partnered with UOB Kay Hian to launch a personal digital fund manager called UTRADE Robo (http://utraderobo.com/) for Singaporean savers.
UOB Kay Hian is one of Asia’s largest financial services firms with more than a hundred years of history and distinction to their name. The firm is supported by a global network of more than 80 offices across Southeast Asia, Greater China, the United Kingdom and North America.
Invessence is a global business-to-business provider of automated wealth management technology that enables asset managers, broker-dealers and advisors to deliver their investment solutions through a white-labeled online platform. The technology can be customized and provides a full range of options for firms to configure the types of recommended securities, portfolio strategy and even user experience.
UTRADE Robo takes just a couple of minutes for you to answer a series of questions about your goal and risk profile through an online questionnaire. The platform will construct a portfolio based on your answers to the questions and rebalance it over time.
UTRADE Robo seeks to deliver an automated fund management service that maximizes the inflation-adjusted investment return for each client’s profile, which is determined by their financial objective, as well as risk tolerance. The portfolios offer diversification to the largest equity and fixed income markets in the world and enhance your returns with low expense, tax efficient ETFs. The multi-currency platform allows for accounts to be funded by either Singapore dollars or U.S. dollars.
Backed by UOB Group, UTRADE Robo draws on the wealth of experience and deep market knowledge of the firm’s research analysts and investment professionals to navigate today’s complex trading environments. With the intelligent platform and customized portfolios, clients can invest with confidence for their retirement, children’s education or to build long-term wealth.