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Singapore IAM upgrades robo-advisory platform managing HNW assets

Singapore IAM upgrades robo-advisory platform managing HNW assets

Independent asset manager (IAM) Crossbridge Capital has made significant upgrades to its robo-advisory platform which manages $300 million in assets for high-net-worth investors (HNWIs) in Singapore.

The company said it has integrated MyInfo - a digital data vault developed by the Government Technology Agency of Singapore – to its Connect by Crossbridge digital platform launched in 2016.

The MyInfo service will autofill online forms on users' requests when they sign up for Connect by Crossbridge, significantly speeding up the on boarding process.

In addition, the platform has optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience.

Charlie O’Flaherty, partner and head of digital strategy and distribution at Crossbridge Capital said: 'Singapore-based investors demand a premier digital experience, better investment options, greater efficiency and more transparency.

‘The new improvements on the Connect by Crossbridge platform effectively harness new technologies to create a seamless customer journey making investing even simpler and easier to deliver the high-end wealth experience that Crossbridge customers expect,’ he added.

Connect by Crossbridge brings customised actively managed investment portfolios to HNWIs in Singapore. US expatriate investors are also eligible to invest on the platform.

Though the platform adapts a robo-advisory model, clients can also speak to a human adviser at any stage of the investment process. 

The new updates comes after the IAM launched Connect Prime in May. It is a premium wealth management platform that host products and services that are typically the preserve of private banking clients, with a minimum account size of SGD 500,000 ($375,231).

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