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    About Us   Products   Value Proposition    
 
 
VALUE PROPOSITION FOR ADVISERS
Overview
Portfolio Consolidation
Recurrent Income Model
Business Tools
Fund of Funds Creation Service
Research Support
Investment Planning Support
Events & Activities
Dedicated Support
 
PORTFOLIO CONSOLIDATION

The wrap account allows you to wrap all investments of your clients into one account and provides a consolidated view of all investment products such as stocks, unit trusts, ETFs and bonds.

You will be able to view, monitor and manage your client's portfolio online and perform portfolio rebalancing where necessary. It makes the overall process more efficient and effective.


Transfer & Consolidate: A faster way to build AUA.

You can help your clients to consolidate all their investment holdings across different products by transferring them from different distributors or platforms into one account on the iGP platform.

 
 

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.: iFAST Global Prestige is a division of iFAST Financial Pte Ltd. iFAST Financial Pte Ltd is a licensed dealer, custodian, financial adviser, CPFIS registered investment administrator, and provides portfolio management services in Singapore. :.
.: iFAST Financial Pte Ltd is a member of SGX-ST Securities Trading and CDP Securities Clearing, and a registered CDP Depository Agent. | Co. Reg. No. 200000231R © 2019 :.
.: S&P ratings, Copyright © 2019, S&P Capital IQ (and its affiliates, as applicable). All Rights Reserved. :.
.: Copyright © 2019, American Bankers Association CUSIP Database provided by the S&P Capital IQ LLC. All Rights Reserved. :.