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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


Trackwealth online money management personal fiance management in singapore

THANK YOU


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