B2B2C
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WMC acts as the custodian, provide the transaction advice and monthly statement
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Fls' clients can login Cubism to view their own investment portfolio.
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Fls act as the wealth advisor to manage clients' portfolios
B2B
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Support the Financial Institutions that can hold client asset
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Provide massive anonymous sub-accounts for dealing and enquiry
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Provide Datafeed
Dealing Services
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Transaction-Based
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Simple Fee Structure
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Simple Dealing
Managed Services
(Advisory/Discretionary)
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Fee-based
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Comprehansive fee schedule Robust
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Portfolio management tools
About Wealth Management Cube
We aim to bring simplicity, cost effectiveness and administration efficiency to the financial services industry.
Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. With more than 30 years of domain knowledge, our thorough grasp of the wealth management industry has helped us overcome the constantly evolving landscape in both investment and insurance industries.
Our Partners
