iHub+
Capabilities
Financial needs analysis
Discover and tailor what your client needs are through a comprehensive fact-find and planning process.
Risk profiling
Understand the risk appetite of your client's ensuring compliance and proper advice.
Cashflow analysis
Produce cashflow projections to illustrate the long term investment outcomes of your clients including trade-off to align to clients needs.
Proposals
Produce tailored and compliant Statements of Advice (SOA) and finanical proposals in order to execute on an investment plan for your clients.
Client 360
Capture a holistic view of the clients assets across investments, insurance, property and other asset types.
Ongoing client servicing
Service your clients on your desired frequency and assess their portfolio objectives, make adjustments, and align their assets to target while maintaining a seamless and strong relationship.
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