iHub Portfolios
Capabilities
End-to-end portfolio management
Create and manage model portfolios with abrdn's in-house or other third-party asset managers and distribute to your client base.
Discretionary and advisory models
Run investment strategies in a discretionary or advisory capacity with client authorisations where required.
Portfolio construction and maintenance
Select model portfolio instruments, set rules tolerances, and permissions, maintain and amend as required.
Rebalancing
Rebalance models at scale on a fully automated basis while running scenario analysis with client preferences overlay for higher levels of personlisation.
Monitoring, benchmarks and mandate compliance
Monitor your portfolios performance and regularly amend to ensure alignment with investment objectives.
abrdn global investment capabilities
Access abrdn's global investment research capabilities and strategies for distribution to your clients.
Flexible open architecture model managers
Open architecture investment management allowing you to select any partner to design portfolios for your client to subscribe to.
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