Cubism
Single platform • Multiple dimensions
Cubism is a platform solution offered to the wealth management industry. Inspired by the spirit of this important art movement in early 20th century, our platform is developed with creative ideas, embracing a multiple analytical perspectives approach. With our experience and strong business domain knowledge, we strive to provide the most cost effective platform solution that will benefit both the clients and advisory firms.
The services and features of Cubism are administered
by two major modules:
Unit Trust Dealing (UTD)
Streamlined Online Transaction Processing Solution to boost the unit trust dealing order placing and settlement efficiency.
Portfolio Enquiry and
Policy Administration (PEPA)
With a centralized financial data store, investors and advisors can have a full picture of their investments and consolidated picture of their assets and policies, such as mutual funds, insurance policies and land banking, all in one platform.
Learn about its
Learn about its
Portfolio Enquiry and Policy Administration (PEPA)
Benefits:
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Multi-product support – Investment-Linked Assurance Scheme (ILAS), traditional life, general insurance, MPF, land banking, bond, stock, structured product and mutual funds (ILAS)
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Policy administration/record keeping
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New business tracking
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Commission receivable estimation
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Commission voucher allocation
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Consolidated statement
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Integrated Document Management System for storing transaction advice and monthly statement
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Portfolio Performance Analysis
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Client Service Record
Cubism+ (Cubism Plus) and Cubism^ (Cubism Power)
Designed to meet the needs of different clients and business models
Fund House
Fund House
