| 開發人員: | iFAST Corporation Ltd (25) | ||
| 價錢: | 免費 | ||
| 排名: | 0 | ||
| 評測: | 0 寫評論 | ||
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| App Store | |||
描述
In this app, the financial planners are able to facilitating the creation of transactions across multiple investment solutions for adviser-assisted clients. Both financial planners and clients can view up-to-date investment holdings at a glance and cash account balances on demand.
The financial planners can create buy, sell or switch transactions for Unit Trusts, Bonds, Managed Portfolios, Cash Account, and also apply for Regular Savings Plans (RSPs) or Regular Drawdown Plan (RDPs). Clients are able to approve transactions, view historical transactions and so on.
In addition, digital non-F2F account opening, research articles, two-factor authentication (2FA) with Biometrics for security, watchlist, comparison tools and features are all equipped in this mobile app.
Aggregate your investments on the iFAST platform and view your consolidated portfolio holdings 24/7 anytime, anywhere.
iFAST Capital Sdn. Bhd. (“iFAST”) is a part of iFAST Corporation Ltd (“iFAST Corp”), one of Asia’s largest listed wealth management fintech platform headquartered in Singapore, providing a comprehensive range of investment solutions and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors Asia powered by our in-house IT system.
iFAST is a holder of a Capital Markets Services License (CMSL) and is licensed by Securities Commission Malaysia since year 2008. iFAST is a Federation of Investment Managers Malaysia (FiMM) registered Institutional Unit Trust Adviser (IUTA) and Institutional Private Retirement Scheme Adviser (IPRA). iFAST is also an approved Financial Adviser licensed by the Central Bank of Malaysia to conduct financial advisory business and a Participating Organisation of Bursa Malaysia Securities Berhad.
The iFAST Capital mobile application is developed by iFAST Corporation Ltd which has empowered over 10,000 wealth/financial advisers and 620,000 customers in 5 markets* over the past two decades.
*as of 30 June 2021
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