CUBE

Single platform • Multiple dimensions

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The services and features of the CUBE are administered by two major modules:

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.

Benefits: 

  • Multi-product support – Investment-Linked Assurance Scheme (ILAS), traditional life, general insurance, MPF, land banking, bond, stock, structured product and mutual funds (ILAS)

  • Policy administration/record keeping

  • New business tracking

  • Commission receivable estimation

  • Commission voucher allocation

  • Consolidated statement

  • Integrated Document Management System for storing transaction advice and monthly statement 

  • Portfolio Performance Analysis

  • Client Service Record

Investment Dealing is a streamlined Online Transaction Processing Solution to boost the investment dealing order placing and settlement efficiency.

 

Benefits: 

  • Nominee dealing and settlement

  • Reduce costs by consolidation

  • Performance and Miscellaneous Fee calculation and collection

  • Secure transaction management infrastructure

  • High Degree of control by audit trail, reconciliation

  • Reports and maker-checker mechanism

  • Reduce efforts for regular saving transactions for model and bespoke account

  • Standardized and trackable cash management module

  • Role-based access control on functions and information access

  • Ad hoc portfolio valuation enquiry and bulk printing/download of ad hoc statement

Portfolio Enquiry and Policy Administration (PEPA)

Investment Dealing (INVD)

CUBE is a platform solution offered to the wealth management industry. 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.

 
 
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