IFAST CAP 4+

iFAST Corporation Ltd

Розроблено для iPad

    • Безкоштовно

Знімки екрана

Опис

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

Що нового

Версія 5.0.101

All Regions
Fixes & performance improvements

Приватність програми

Розробник (iFAST Corporation Ltd) зазначив, що до процедур забезпечення приватності програми може входити обробка даних, як це описано нижче. Докладніші відомості наведено на сторінці політики приватності розробника.

Дані, не пов’язані з вами

Перелічені нижче дані можуть збиратися, однак не пов’язуються з вашою особою:

  • Дані про використа­ння
  • Діагностикa

Процедури роботи з конфіденційною інформацією можуть відрізнятися з урахуванням, наприклад, вашого віку або функцій, якими ви користуєтеся. Докладніше

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