Cubism

Single platform • Multiple dimensions

Cubism is a platform solution offered to the wealth management industry. Inspired by the spirit of this important art movement in early 20th century, our platform is developed with creative ideas, embracing a multiple analytical perspectives approach. With our experience and strong business domain knowledge, we strive to provide the most cost effective platform solution that will benefit both the clients and advisory firms.

The services and features of Cubism are administered

by two major modules:

Portfolio Enquiry and
Policy Administration (PEPA)

 

With a centralized financial data store, investors and advisors can have a full picture of their investments and consolidated picture of their assets and policies, such as mutual funds, insurance policies and land banking, all in one platform.

Learn about its

Unit Trust Dealing (UTD)

 

Streamlined Online Transaction Processing Solution to boost the unit trust dealing order placing and settlement efficiency.

Learn about its

富正方富立方是针对不同客户和

业务模式而设计的两种服务

富甲方门户网站

顾问服务之
投资者
金融机构
单一平台 • 多元服务
平 台
公 司
私隐及法律
语 言

富 方 投 资 平 台 有 限 公 司 ©2020 版 权 所 有

单一平台 • 多元服务