IFAST CAP 4+

iFAST Corporation Ltd

專為 iPad 設計

    • 免費

簡介

This is a mobile application that designated for CUTA companies who partnering with iFAST platform in Malaysia, exclusively designed to assist the financial planners and clients in streamline the investment processes as well as to reduce the unwanted transactions paraphernalia. By digitalizing the documents to mobile app, the financial planners will be able to provide their clients a seamless, efficient and better investment advisory experiences with this iFAST mobile app.

In this app, the financial planners are able to facilitating the creation of transactions across multiple investment solutions for adviser-assisted clients. Both financial planners and clients can view up-to-date investment holdings at a glance and cash account balances on demand.

The financial planners can create buy, sell or switch transactions for Unit Trusts, Bonds, Managed Portfolios, Cash Account, and also apply for Regular Savings Plans (RSPs) or Regular Drawdown Plan (RDPs). Clients are able to approve transactions, view historical transactions and so on.

In addition, digital non-F2F account opening, research articles, two-factor authentication (2FA) with Biometrics for security, watchlist, comparison tools and features are all equipped in this mobile app.

Aggregate your investments on the iFAST platform and view your consolidated portfolio holdings 24/7 anytime, anywhere.

iFAST Capital Sdn. Bhd. (“iFAST”) is a part of iFAST Corporation Ltd (“iFAST Corp”), one of Asia’s largest listed wealth management fintech platform headquartered in Singapore, providing a comprehensive range of investment solutions and services to financial advisory firms, financial institutions, banks, multinational companies, as well as retail and high net worth investors Asia powered by our in-house IT system.

iFAST is a holder of a Capital Markets Services License (CMSL) and is licensed by Securities Commission Malaysia since year 2008. iFAST is a Federation of Investment Managers Malaysia (FiMM) registered Institutional Unit Trust Adviser (IUTA) and Institutional Private Retirement Scheme Adviser (IPRA). iFAST is also an approved Financial Adviser licensed by the Central Bank of Malaysia to conduct financial advisory business and a Participating Organisation of Bursa Malaysia Securities Berhad.

The iFAST Capital mobile application is developed by iFAST Corporation Ltd which has empowered over 10,000 wealth/financial advisers and 620,000 customers in 5 markets* over the past two decades.
*as of 30 June 2021

新內容

版本 5.0.108

All Regions
Fixes & performance improvements

App 隱私權

開發者「iFAST Corporation Ltd」指出 App 的隱私權實務可能包含下方描述的資料處理。如需更多資訊,請參閱開發者的隱私權政策

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系統可能會收集以下資料,但不會將其與你的身分連結:

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隱私權實務可能因你使用的功能或你的年齡等因素而有所不同。進一步瞭解

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