INVESTCLOUD PARTNERS GROW TO ELEVATE ADVISER-CLIENT WEALTH EXPERIENCE

KUALA LUMPUR, Sept 25 (Bernama) -- InvestCloud, a global leader in wealth management technology, has partnered with GROW with Singlife (GROW) to develop an enhanced investment platform to scale wealth solutions and elevate adviser-client experience in Singapore.

The upgraded platform empowers GROW’s financial adviser representatives with advanced tools to deliver more personalised advice, streamlined servicing, and stronger client engagement.

An integrated investment platform under leading financial services company Singlife, GROW’s new state-of-the-art platform represents a major step towards its vision to equip advisers with innovative digital tools and provide a differentiated wealth planning journey for their clients.

InvestCloud Chairman and Chief Executive Officer, Jeff Yabuki said GROW with Singlife’s intuitive platform is helping advisers seamlessly manage investments while driving high-quality, differentiated financial outcomes for their clients.

“Our market-leading technology both elevates the client experience and enables advisers to build their business through unique insights and actionable intelligence,” added Yabuki in a statement.

Meanwhile, GROW Head of Technology, Jonathan Ong said with the upgraded platform, advisers can offer tailored and reliable service at scale, while clients benefit from a more transparent and seamless experience.

By leveraging InvestCloud’s advanced technology, advisers will be able to streamline client servicing, deliver curated portfolio solutions, and provide access to exclusive investment products.

In return, clients will benefit from greater clarity, control and confidence over their wealth journeys. Key enhancements on the platform include seamless client onboarding, enhanced adviser capabilities and personalised trading journeys.

-- BERNAMA