GROW with Singlife, an integrated investment platform under the Singlife Group, has launched an upgraded platform in collaboration with InvestCloud, a global leader in wealth management technology. This development aims to enhance the adviser-client experience in Singapore by equipping financial advisers with advanced tools for personalised advice and streamlined servicing.
The enhanced platform represents a significant step in GROW’s strategy to scale wealth solutions. Jonathan Ong, Head of Technology at GROW, stated, “Our focus is to help our advisers deliver comprehensive and personalised insights to connect more deeply with their clients.” The platform allows advisers to offer tailored services at scale, whilst clients benefit from a more transparent and seamless experience.
Key features of the platform include seamless client onboarding, intuitive dashboards for client-centric insights, and multifund switch functionality for efficient portfolio adjustments. Clients can also enjoy expanded mutual fund trading options and personalised trading journeys, enhancing their control and confidence over their wealth management.
Jeff Yabuki, Chairman and CEO at InvestCloud, commented, “GROW with Singlife’s intuitive platform is helping advisers seamlessly manage investments whilst driving high-quality, differentiated financial outcomes for their clients.”
The platform’s transformation aims to optimise every aspect of the adviser-client journey, leveraging InvestCloud’s advanced technology to deliver curated portfolio solutions and exclusive investment products. This initiative underscores GROW’s commitment to providing a differentiated wealth planning journey for its clients.
