With this app, iFAST advisers and clients can view their investment holdings and cash account balances anytime and anywhere from their phones or tablets. Investment holdings include unit trusts, Discretionary Portfolio Management Solutions (DPMS) portfolios, exchange-traded funds, stocks, and bonds.
Clients and supervisors can also approve transactions created by advisers, streamlining the transaction submission process across desktop and mobile.
About iFAST Corp:
iFAST Corp (stock code: AIY) is an internet-based investment products distribution platform. Incorporated in 2000 in Singapore and listed on the SGX Mainboard in December 2014, iFAST Corp is also present in Hong Kong, Malaysia, China and India. The Group provides a comprehensive range of investment products and services to financial advisory (FA) firms, banks, financial institutions, multinational companies, as well as retail and high net worth (HNW) investors in Asia.
Dengan aplikasi ini, penasihat dan klien iFAST dapat melihat kepemilikan investasi dan saldo akun tunai mereka kapan saja dan di mana saja dari ponsel atau tablet mereka. Kepemilikan investasi termasuk kepercayaan unit, portofolio Discretionary Portfolio Management Solutions (DPMS), dana yang diperdagangkan di bursa, saham, dan obligasi.
Klien dan penyelia juga dapat menyetujui transaksi yang dibuat oleh penasihat, merampingkan proses pengiriman transaksi di desktop dan seluler.
Tentang iFAST Corp:
iFAST Corp (kode saham: AIY) adalah platform distribusi produk investasi berbasis internet. Didirikan pada tahun 2000 di Singapura dan terdaftar di SGX Mainboard pada bulan Desember 2014, iFAST Corp juga hadir di Hong Kong, Malaysia, Cina dan India. Grup ini menyediakan serangkaian produk dan layanan investasi yang komprehensif untuk perusahaan penasehat keuangan, bank, lembaga keuangan, perusahaan multinasional, serta investor ritel dan nilai kekayaan bersih (HNW) tinggi di Asia.