XFAWealth is a community based platform which links the investors, the IFAs, distributors, product providers, banks and custodians. The platform caters for one-stop-shop experiences in investment marketing, consulting, profiling, trading and settlements. XFAWealth supports multi-currency and multi-assets classes including equities, mutual funds, bonds, ETFs and insurance linked products.
Investors experience unparalleled customer services via state-of-art interactive tools, better communication with their IFAs and more efficient management of their assets. In turn, the IFAs/Distributors raise their business model to a superior level by knowing their customer better thanks to using advanced technological tools such as behavior analysis and natural language processing.
The comprehensive back-office management component reduces operational costs substantially as it includes multiple modules: (1) Order Management with Credit Control and Order Acknowledgement workflow, (2) Product Suitability Management, (3) Cash Management, (4) Fees Calculation and Management, and lastly (5) Consolidated Client Portfolio Reporting and Statements.