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Trackwealth online money management personal fiance management in singapore

TrackWealth.com – Online Real-time Portfolio

Aggregation


Trackwealth online money management personal fiance management in singapore

ex-bankers &

bank technologists

5

65

WHO

years of Global banking &

start-up experience

headquartered in

Singapore


Trackwealth online money management personal fiance management in singapore

How does the Bank/Wealth Manager benefit?

Simple

Transparent

Low-cost

PFM Aggregation &

Investment service

Holistic Analysis made possible

TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details

Understand finer nuances

Transaction frequency & type

Activity & Market correlation

Across multiple portfolios

Understand risks & exposures better

Craft clearer forward looking approaches

Millennials

Affluent

HNIs

Three

Segments

Allocate assets into goals & track them

Better organise documentation

Maintenance activities

WHAT

Organise client related activities

Infer the best advisory option

Behaviour & Constituents based risk profile

Diversify rather than increase concentration

Address relevant goals

Banks

Insurance

EAMs & IFAs

Enabling

Institutions

Precision focus in client servicing

Dashboard allows slice & dice of client list across multiple dimensions

Event based response can be precise & specific,e.g. Brexit impact, Mortgage

Focussed promotions & incentives, no more guesswork!

360º Customer view


Trackwealth online money management personal fiance management in singapore

PDV

WEB

Secure local storage

HOW

360º Customer View

Real-time

client-side

aggregation

Intelligent Insights


Trackwealth online money management personal fiance management in singapore

Anytime, anywhere

2-3mins to aggregate

Save Time

Income & Expenses

Assets & Risk

Budgets & Benchmarks

Get Insights

WHY?

End-Customer

Alerts

Goals

Budgets

Income/Risks

Assets/Peers

Expenses

Plan Better

Free tool

Peer comparison

Better offers

Revenue mechanism

Perks

You vs Peers


Trackwealth online money management personal fiance management in singapore

Insights

Financial & Risk profile

Lifestyle & Brands

Investments & liquidity

Insurance coverage

Early need identification

WHY?

Lifestyle

Event

Goal-based Investment plans

deals/

protection

Cross-sell

}

Precision identification

Change of circumstances

Brand-partnerships

Servicing

Assist across the

Entire lifecycle


Trackwealth online money management personal fiance management in singapore

Base Version

Subscription

NO DATA SHARED

Algo-Driven

User choice

Basic Perks

NO NAME BASIS

HOW

User Incentives

Staged offer

Algo & RM

SHARE DATA


Trackwealth online money management personal fiance management in singapore

Understand

Data on financials more comprehensive & reliable

Engage

FUTURE

READY?

Direct engagement – make yourself future proof

Personalise

Discrete Segments & Individualized offers


Trackwealth online money management personal fiance management in singapore

How does the Bank/Wealth Manager benefit?

TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details

Holistic Analysis made possible

Understand finer nuances

Transaction frequency & type

Activity & Market correlation

Across multiple portfolios

Understand risks & exposures better

Craft clearer forward looking approaches

Organise client related activities

Infer the best advisory option

Allocate assets into goals & track them

Better organise documentation

Maintenance activities

Behaviour & Constituents based risk profile

Diversify rather than increase concentration

Address relevant goals

Precision focus in client servicing

Dashboard allows slice & dice of client list across multiple dimensions

Event based response can be precise & specific,e.g. Brexit impact, Mortgage

Focussed promotions & incentives, no more guesswork!


Trackwealth online money management personal fiance management in singapore

How would an your client be better engaged?

Visually engaging Portfolio Analysis

Get Alerts

Performance : Growth & Income

Regional Exposure

Asset Allocation

Currency Exposure

Liquidity

Leverage

Price & Portfolio Return Alerts

Corporate Action Alerts

RM or Analytics based forward

looking opinions/suggestions

Converse with RM

View constituents

Positions & underlying

transactions

Security-wise view

RM & Client chat widget

Email logs & trail

Contextual conversation

Aggregated Portfolio Across

Banks/Brokers/Wealth

Other maintenance activities

Relevant Research & news

e-Document signatures

Preferences & settings

Individual company/currency/

region research articles

Thematic pieces & outlook

The first step to better investing is learning about your resources & how you’ve invested them!


Trackwealth online money management personal fiance management in singapore

Engagement outcomes targetted

Better perspectives & insights for clients

Visual Dashboards & research related to client positions

Personalised inputs to clients

Client-exposure based research & alerts

Make clients more pro-active

Alerts, real-time metrics & mobile engagement

More engaged conversations with Remote RM

Real-time, mobile RM access in context of client’s specific

dashboard view/research/alerts

Increased Cross-sell based on needs identified

Lending limits/ products, Investment rebalancing, wallet share increase

Make it easy & hassle free for clients

New age mobile experience with maintenance activities inc.

Leverage insights & blend it with a smart engagement mechanism


Trackwealth online money management personal fiance management in singapore

+

”Platform-as-a-service” Robo-Advisor

Portfolio Aggregation PFM tool

=

Asia’s first holistic advisory solution

Full suite robo-advice capabilities

Complete view of client

Intelligent analysis dashboard

Partnership with industry leaders

Access to global investment strategies

Secure Aggregation, patented tech



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