The CUBE

A simple and effective investment platform

Featured Services

The Regulatory License​

We have obtained the SFC license on “Dealing in Securities” ​

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The WMC Nominee​

Our SFC approved associate company for holding client assets and cash in nine major currencies ​

​The Fund Universe

70+ Fund Houses

800+ Funds

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​Robust Online Portal

Evolved from the PRAIRIE system, with heritage since late 90s and had served large financial services companies in 8 countries

Account Type

Support Transaction-based and Fee-based (Advisory or Discretionary) accounts

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Risk Profiling and Management

The risk profiling tool helps financial advisors understand client risk profiles. Our system will compare the risk between the fund risk level and client risk profile when the order placement.

Portfolio Management

Easily create, track, manage model portfolios with mass dealing transaction support understand their client risk profile

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Client Service Record System

​Helps advisors manage their clients’ requests, keep meeting notes and follow up actions

Document Management Service

Easily retrieve client and product document within the same platform

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Role-Based Access Control

​Enables advisory firm to easily manage the requirements of segregation of duties through our role based access control, supporting tree structure consultant hierarchy which can help organizations even with complex multiple layers structure

Reports

Track the status of various transactions, AUM, cash movement, fee deductions, asset allocation weighting, etc. meeting the needs of management, administrator and advisor

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eStatements and Notifications

Statements and trade confirmations, transaction advices, etc. of the last 12 months are all notified by email and organized in the platform filing system for easy access and management 

CUBE is a platform designed to make investing simple and efficient. This solution enables clients, serviced by their financial advisors, to enjoy cost savings and efficiency by accessing unit trust and mutual funds across a wide range of product provider and manage the entire portfolio in one platform.