FAME (Financial Access Made Easy) wealth management platform is a one-stop hub where financial advisors and individual investors alike can have 24-hour ...
FAME (Financial Access Made Easy) wealth management platform is a one-stop hub where financial advisors and individual investors alike can have 24-hour real-time online access to their investment portfolios and transactions details. With the FAME, you can: • Stay informed with details such as investment costs, charges, transaction dates, investment valuations and unrealised profit or loss. • Manage financial assets with information including risk tolerance, investment preference, capital injections and investment performance. • Access data and charts pertaining to fund price and historical performance. • View your portfolio valuation, performance and transaction details for various types of investment products, ranging from hundreds of unit trust funds of different asset classes, share investments, insurance as well as offshore mutual funds, and share investments. • Deliver better and more effective service as a financial advisor with tools to manage customers’ investment portfolios more efficiently. As the financial industry grows and evolves, so too will the FAME. Because it’s built to be modular, fully-customisable and infinitely scalable, our platform will expand to fit the needs of the marketplace in a timely and relevant manner. With many improvements in the works such as integration with other financial services and products as well as more advanced platforms around the world, compatibility with mobile devices and much more, we are determined to live up to our reputation as the universal financial planning platform.
Size: 5.15 MB
Price: 0,00 €
Developed by Phillip Securities
Day of release: 2012-12-19
Recommended age: 4+