iHub Core
Capabilities
Client onboarding
Onboard your clients seamlessly and complete eKYC, sanction screening, and other compliance workflow tasks.
Account opening
Open multiple accounts on behalf your clients seamlessly to allow multiple investment propositions including managed accounts, pensions wrappers, and execution only.
Cash management
Manage the collection and settlement of cash across multiple payment methods and with multiple counterparties.
Order management & trade execution
Execute investment transactions for multiple asset types end-to-end with multiple counterparty and custody options
Statements and reporting
Generate bespoke client statements and customise your management information reporting
Fees and charges management
Setup and and manage rate cards that allow you to create you own fees and charges model with clients
Back-office admin functions
Outsource back office complexity and administration and focus on your clients and your value proposition.
Retail multi-asset registry
Register your clients assets on a retail ledger on a multi-asset basis across investment types and markets.
Asset custody (retail and wholesale)
Via abrdn partnerships access retail and wholesale custody to safeguard your client assets.
Service Delivery Framework
Technology Model
As part of the proposition, WealthTech is delivering abrdn Asia’s strategy to be the leading wealth solution provider.
- Software-as-a-service
- Micro-service based application
- Open API
- White-labelled solutions aligned to client brand
- Flexible front end / UI modes supported
- Adviser / RM UI (responsive web)
Service Model
WealthTech will deliver a fully compliant and outsourced (services listed below) BPO digital wealth service as part of this solution.
- Operational people and processes
- Reconciliations
- Market counterparty engagement
- Oversight and regulatory compliance monitoring
- Technology and infrastructure