ASP model

SINGLE unified application platform to address fundamental needs of IFA brokers on information sharing between frontline-backend operation and commission handling.

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Platform model

“Service Bureau” concept incorporating “broker agreement” with Insurance Companies via strategic partnership to provide one-stop solution for IFA brokers.

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Hybrid model

A mix between Application Service Provider (ASP) and platform operation model with properly defined segregation of duties.

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To become a leading solution provider for the Wealth Management Industry in the Asia Region, by offering an affordable and comprehensive solution via different innovative delivery models.

We believe our mission could be successfully achieved with the followings:

  • Always Be Agile in delivering committed, affordable and trustworthy services.

  • Value most about the close relationship and communication between business people and developers for different perspectives & cultures

  • Being a technology adopter and enabler to pay continuous attention to technical excellence and transform that in practical usage within the Industry.