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iFAST Platform - Business-to-Business (B2B)

The services listed below are a general description of the various business offerings of iFAST Group of companies. Some of these services are available only in selected countries. For detailed information about any particular services, kindly direct your query to the respective country’s point of contact.

iFAST Central

As Singapore’s premier end-to-end integrated wealth management platform, iFAST Central effectively connects Independent Financial Advisers (IFAs) as well as other financial institutions to their respective clients. The wide range of user-friendly investment and planning tools enable our clients to make well-informed investment decisions and execute online unit trust transactions with greater ease and convenience. Our comprehensive range of services includes: the execution of transactions, investment administration, research, software tools, IT services as well as backroom functions.

Apart from the ongoing administrative and transactional services, our own FA Corporate & Compliance Consultancy offer corporate advice and compliance services to assist individuals to set up an independent financial advisory firm. Our services include: FA licence application, regulatory and compliance guidance, and helping to formulate the company specific training and competency manual.

Offering all-round, efficient and seamless services to more than 50 IFAs and financial institutions, representing over 1,500 financial adviser representatives, the IFA Central is Singapore’s foremost choice of investment administration platform.

Visit us at: www.ifastfinancial.com

iFAST Pensions

In March 2006, iFAST Corp expanded the scope of its B2B business services to include pensions services. iFAST Pensions is developed to assist companies to administer pension schemes for their employees via an Internet platform. It also provides administrative support and specialist services to help companies start up and administer employee retirement benefit plans in Singapore.

On 14 November 2006, the Monetary Authority of Singapore (MAS) granted iFAST an exemption to execute trust businesses of all corporate pension plans stated under the Trust Companies Act, including that of assuming the role of a Trustee for companies’ pension funds.

Visit us at: www.ifastpensions.com

Verve Technology

Formerly known as Vexist, Verve Technology is the software division of iFAST Financial and is part of the iFAST vision to provide a holistic integrated platform with services that meet the entire financial advisory business needs. Verve Technology has been pioneering financial adviser CRM, portfolio management and financial advisory business solutions since 2000 with more than 3500 users across the financial advisory industry.

Adviser Matrix is the flagship product of Verve Technology. It is a desktop software solution integrating the entire advisory business workflow on a single platform and is built on VB .NET technology. These technologies offer comprehensive functionality and are designed to help firms of all sizes increase productivity and improve service and communication to their clients.

This business is all about creating value for advisers so that they in turn can have more time to create value for their clients. At Verve, we partner advisers in bringing out premier services to clients more efficiently and effectively.

Visit us at: www.vervetec.com

FA Corporate & Compliance Consultancy Services

FA Corporate & Compliance Consultancy offers financial advisory firms a range of consultancy services pertaining to the development of compliance, training and competency manuals, guidance to applications for FA licences, providing compliance audits as well as the review of internal compliance policies and procedures.

In the nutshell, we empower and enable financial advisers to set up their independent practice without the hassle of doing it on their own.

Visit us at: www.facompliance.com

i² Solutions

Financial planning is never complete without insurance. Hence, as part of iFAST’s aim to be an integrated wealth management platform, we have dedicated resources to support insurance administration for IFAs. Launched in 2004 and revamped in 2008, i² Solutions (Integrated Insurance Solutions) portrays our goal of integrating insurance administration with our current unit trust transaction platform. It is an online hosted platform that consists of policy administration, business reporting modules, commission generation, and much more.

With our distribution agreement with AXA Life, IFAs that sign up with us are also able to gain direct access to AXA Life’s products, which include traditional life plans, investment linked plans, and healthcare plans. The IFA is still free to enter into separate contractual agreements with other insurers - i² Solutions will still be able to handle policy administration and consolidation.

An overview of our features include online tracking, policy administration, online data back-up, insurance research, commission splitting, and business reporting. In short, we handle all IFAs’ backroom operations, so that they can focus on what they do best - sales and building quality relationships with clients.

iFAST Global Prestige (iGP) Platform – Investment Platform For HNWIs

iFAST Global Prestige (iGP) platform is an extension of iFAST central platform, Singapore's premier financial adviser platform for more than 50 independently-owned financial advisory companies and financial institutions, and over 2,000 financial adviser representatives.

The iGP platform is designed to cater to the needs of high net worth individuals, as well as the wealth advisers servicing them. The iGP platform will feature considerable depth in the unit trust's range, which includes hedge funds employing different strategies, absolute return funds and funds investing in exotic asset classes such as agricultural land, wine and fine art, which are all exclusively available to accredited investors.

Through collaboration with our business partners, the iGP platform is able to make available other asset classes such as stocks, exchange traded funds (ETFs), bonds and other products on the platform and "wrap" all these investments products into one single account, and provide a consolidated view of holdings for both the wealth advisers and clients.

With a wide range of products and services on the iGP platform, we are able to assist you to provide better service and meet complex investment needs of your clients.

Our aim is to create maximum synergy between the iGP platform and your advisory business to help you grow your business.

Visit us at: www.ifastgp.com