An investment platform provider with roots in Hong Kong
Wealth Management Cube (WMC) provides platform services to empower financial advisors, independent financial advisory firms (IFA) and financial institutions, such as insurance companies and banks, etc. With roots in Hong Kong and strong business domain knowledge dating back to late 1980’s, our services offer simple and efficient solutions to meet the industry’s needs in investment platform services, compliance, policy administration, dealing, client servicing and portfolio management. This wide range of services, from broking to fee-based fund investment platform to a comprehensive back-office administration system, are all provided under our web-based platform named Cubism.
Our goal is for our unique multi-dimensional platform to bring simplicity, cost effectiveness and administration efficiency to the financial services industry, so financial advisors can focus on delivering professional advice and high service quality to investors.
WMC is licensed to conduct Type 1 (Dealing in Securities) regulated activities under the Securities and Futures Ordinance (CE No. BEC 913).