One stop B2B investment product distribution platform
An investment platform designed to make investing simple and efficient.
Learn moreWMC acts as the custodian, provide the transaction advice and monthly statement
FIs' clients can login Cubism to view their own investment portfolio.
FIs act as the wealth advisor to manage clients' portfolios
Support the Financial Institutions that can hold client asset
Provide massive anonymous sub-accounts for dealing and enquiry
Provide Datafeed
Transaction-Based
Simple Fee Structure
Simple Dealing
Fee-based
Comprehansive fee schedule
Robust Portfolio management tools
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.
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