Digitalizing the distribution of investment products
While customers need access to a variety of investment products across time zones in a seamless way, private and consumer banks have to ensure transparent, efficient, compliant and error-free delivery of investment products. This requires a digital platform to enable product creation, pricing, order placement, suitability checks, credit checks, order execution and full post-trade life cycle management of investments. Such platform must provide for detailed real time analysis of the portfolio, real time prices for liquid and illiquid investment products, delivery of research with investment ideas, as well as clear auditable demonstration of Best Execution. A multi-asset class platform should provide for distribution of all assets including Bonds, Shares, Funds, Insurance Products, Structured Products, Foreign Exchange and Derivatives.
FinIQ was established in 2001 in Singapore to digitalise and automate the digital distribution of investment products, helping advisors, clients and product teams working efficiently.