GROW with Singlife (“GROW”), an investment platform from the leading financial services company Singlife, has launched an improved platform for advisers and clients. This is an important step in GROW’s plan to expand its wealth solutions and improve the experience for both advisers and clients in Singapore.
The upgraded platform gives GROW’s financial advisers better tools to provide more personalised advice, easier servicing, and stronger engagement with clients. It helps advisers work more efficiently while offering clients a smoother and more tailored investment experience.
GROW’s new advanced platform, developed together with InvestCloud, a global leader in wealth management technology, is a big step toward its goal of giving advisers modern digital tools. It also aims to offer clients a better and more personalized wealth planning experience.
Jonathan Ong, Head of Technology at GROW, said: “Our focus is to help our advisers deliver comprehensive and personalised insights to connect more deeply with their clients. With the upgraded platform, advisers can offer tailored and reliable service at scale, while clients benefit from a more transparent and seamless experience.”
Jeff Yabuki, Chairman and CEO at InvestCloud, said: “GROW with Singlife’s intuitive platform is helping advisers seamlessly manage investments while driving high-quality, differentiated financial outcomes for their clients. Our market-leading technology both elevates the client experience and enables advisers to build their business through unique insights and actionable intelligence. We are committed to unlocking the combined power of data and digital transformation, leading to a smarter financial future for clients and advisers.”
The upgraded GROW platform is designed to make the adviser-client experience smoother and more efficient. Using InvestCloud’s advanced technology, advisers can manage clients more easily, offer tailored portfolio solutions, and give access to special investment products. Clients will enjoy more clarity, control and confidence in their financial journey. Key improvements include:
Seamless Client Onboarding
Fast and secure digital onboarding lets clients start their financial journey with GROW in minutes.
Easy account opening for individuals, families, and companies, so more people can join GROW.
Enhanced Adviser Capabilities
Simple dashboards give advisers a clear view of client relationships, performance tracking, and reporting.
Multi-fund switch feature allows advisers to rebalance portfolios efficiently.
Personalised Trading Journeys
Streamlined trading experience with an improved product centre for discovering and comparing funds based on client goals.
More mutual fund trading options, from single funds to regular savings plans.
GROW with Singlife is an investment platform from the Singlife Group, a leading local financial services company. The platform provides a complete investment solution that combines easy-to-use technology, personalized services, and a wide range of products. It also offers tools, insights, and support to help advisers give more valuable and meaningful advice to their clients.
GROW is committed to supporting employees, financial advisers, and clients with care and attention at every step of their financial journey. The platform aims to make investing easier, more effective and more confident for everyone involved.
