The CUBE
A simple and effective investment platform
Featured Services
The Regulatory License
We have obtained the SFC license on “Dealing in Securities”
The WMC Nominee
Our SFC approved associate company for holding client assets and cash in nine major currencies
The Fund Universe
100+ asset management companies
1000+ Funds and investment products
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
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
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
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
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.