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Trackwealth: Online Money Management & Personal Finance Management in Singapore

Consolidate Bank Accounts, Compare your Investments, Analyse your performance, Assess your Risks, Understand Income and Expenses, Get Alerts on Key Events<br>

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Trackwealth: Online Money Management & Personal Finance Management in Singapore

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  1. TrackWealth.com – Online Real-time Portfolio Aggregation

  2. ex-bankers & bank technologists 5 65 WHO years of Global banking & start-up experience headquartered in Singapore

  3. How does the Bank/Wealth Manager benefit? Simple Transparent Low-cost PFM Aggregation & Investment service Holistic Analysis made possible TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details Understand finer nuances Transaction frequency & type Activity & Market correlation Across multiple portfolios Understand risks & exposures better Craft clearer forward looking approaches Millennials Affluent HNIs Three Segments Allocate assets into goals & track them Better organise documentation Maintenance activities WHAT Organise client related activities Infer the best advisory option Behaviour & Constituents based risk profile Diversify rather than increase concentration Address relevant goals Banks Insurance EAMs & IFAs Enabling Institutions Precision focus in client servicing Dashboard allows slice & dice of client list across multiple dimensions Event based response can be precise & specific,e.g. Brexit impact, Mortgage Focussed promotions & incentives, no more guesswork! 360º Customer view

  4. PDV WEB Secure local storage HOW 360º Customer View Real-time client-side aggregation Intelligent Insights

  5. Anytime, anywhere 2-3mins to aggregate Save Time Income & Expenses Assets & Risk Budgets & Benchmarks Get Insights WHY? End-Customer Alerts Goals Budgets Income/Risks Assets/Peers Expenses Plan Better Free tool Peer comparison Better offers Revenue mechanism Perks You vs Peers

  6. Insights Financial & Risk profile Lifestyle & Brands Investments & liquidity Insurance coverage Early need identification WHY? Lifestyle Event Goal-based Investment plans deals/ protection Cross-sell } Precision identification Change of circumstances Brand-partnerships Servicing Assist across the Entire lifecycle

  7. Base Version Subscription NO DATA SHARED Algo-Driven User choice Basic Perks NO NAME BASIS HOW User Incentives Staged offer Algo & RM SHARE DATA

  8. Understand Data on financials more comprehensive & reliable Engage FUTURE READY? Direct engagement – make yourself future proof Personalise Discrete Segments & Individualized offers

  9. How does the Bank/Wealth Manager benefit? TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details Holistic Analysis made possible Understand finer nuances Transaction frequency & type Activity & Market correlation Across multiple portfolios Understand risks & exposures better Craft clearer forward looking approaches Organise client related activities Infer the best advisory option Allocate assets into goals & track them Better organise documentation Maintenance activities Behaviour & Constituents based risk profile Diversify rather than increase concentration Address relevant goals Precision focus in client servicing Dashboard allows slice & dice of client list across multiple dimensions Event based response can be precise & specific,e.g. Brexit impact, Mortgage Focussed promotions & incentives, no more guesswork!

  10. How would an your client be better engaged? Visually engaging Portfolio Analysis Get Alerts Performance : Growth & Income Regional Exposure Asset Allocation Currency Exposure Liquidity Leverage Price & Portfolio Return Alerts Corporate Action Alerts RM or Analytics based forward looking opinions/suggestions Converse with RM View constituents Positions & underlying transactions Security-wise view RM & Client chat widget Email logs & trail Contextual conversation Aggregated Portfolio Across Banks/Brokers/Wealth Other maintenance activities Relevant Research & news e-Document signatures Preferences & settings Individual company/currency/ region research articles Thematic pieces & outlook The first step to better investing is learning about your resources & how you’ve invested them!

  11. Engagement outcomes targetted Better perspectives & insights for clients Visual Dashboards & research related to client positions Personalised inputs to clients Client-exposure based research & alerts Make clients more pro-active Alerts, real-time metrics & mobile engagement More engaged conversations with Remote RM Real-time, mobile RM access in context of client’s specific dashboard view/research/alerts Increased Cross-sell based on needs identified Lending limits/ products, Investment rebalancing, wallet share increase Make it easy & hassle free for clients New age mobile experience with maintenance activities inc. Leverage insights & blend it with a smart engagement mechanism

  12. + ”Platform-as-a-service” Robo-Advisor Portfolio Aggregation PFM tool = Asia’s first holistic advisory solution Full suite robo-advice capabilities Complete view of client Intelligent analysis dashboard Partnership with industry leaders Access to global investment strategies Secure Aggregation, patented tech

  13. THANK YOU

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