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