UOB Kay Hian, one of Asia’s largest securities brokerage firms, has partnered with FNZ, a global leader in wealth management technology, to launch a next-generation digital platform designed to transform Unit Trust investing in Singapore. This innovative platform offers a direct-to-consumer (D2C) channel that simplifies the investment process, providing clients with an intuitive and seamless digital experience.
The platform includes a comprehensive suite of Unit Trust investment solutions such as customer servicing, an intuitive client portal, order management, cash management, Central Provident Fund (CPF) administration, and advanced reporting tools. By streamlining operations and enhancing client centricity, the platform empowers investors to grow their wealth more effectively.
Oh Whee Mian, Senior Executive Director at UOB Kay Hian, stated, “Partnering with FNZ has allowed us to develop a Unit Trust Platform that redefines the investment experience by combining innovative digital tools and intuitive investment solutions.”
FNZ’s commitment to the Asia-Pacific region is underscored by its recent appointment of Anthony Habis as Group Head of APAC. Habis commented, “This partnership is a testament to FNZ’s dedication to delivering world-class digital wealth management solutions.”
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