Cubism

Single platform • Multiple dimensions

Cubism is a platform solution offered to the wealth management industry. Inspired by the spirit of this important art movement in early 20th century, our platform is developed with creative ideas, embracing a multiple analytical perspectives approach. With our experience and strong business domain knowledge, we strive to provide the most cost effective platform solution that will benefit both the clients and advisory firms.

The services and features of Cubism are administered

by two major modules:

Portfolio Enquiry and
Policy Administration (PEPA)

 

With a centralized financial data store, investors and advisors can have a full picture of their investments and consolidated picture of their assets and policies, such as mutual funds, insurance policies and land banking, all in one platform.

Learn about its

Unit Trust Dealing (UTD)

 

Streamlined Online Transaction Processing Solution to boost the unit trust dealing order placing and settlement efficiency.

Learn about its

富正方富立方是針對不同客戶和

業務模式而設計的兩種服務

富甲方門戶網站

顧問服務之
投資者
金融機構
單一平台 • 多元服務
平 台
公 司
私隱及法律
語 言

富 方 投 資 平 台 有 限 公 司 ©2020 版 權 所 有 

單一平台 • 多元服務