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CGS-CIMB Securities launches eWealth robo-advisory platform

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CGS-CIMB Securities launches eWealth robo-advisory platform

Michelle Zhu Published on Tue, Aug 28, 2018 / 11:38 AM GMT+8

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SINGAPORE (Aug 28): CGS-CIMB Securities has launched a robo-advisory platform, CGS-CIMB eWealth, to bring personalised investment advisory services to its retail clients by pairing portfolios with investors’ risk profiles and investment objectives.

The platform is provided in CGS-CIMB’s partnership with Saxo Bank subsidiary Saxo Capital Markets as well as WeInvest, a Singapore-based fintech firm. It is also available to individual investors, corporates and financial advisory firms both in and beyond Singapore.

According to the brokerage, CGS-CIMB eWealth uses algorithms to offer guided “investment journeys” with regular rebalancing of investment portfolios, as well as offer a total online on-boarding experience that allows individuals to start investing in 1-2 days upon registering.

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CGS-CIMB Securities launches eWealth robo-advisory platform

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CGS-CIMB Securities launches eWealth robo-advisory platform

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CGS-CIMB Securities launches eWealth robo-advisory platform

Fintech

CGS-CIMB Securities launches eWealth robo-advisory platform

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