TrackWealth.com – Online Real-time Portfolio

Aggregation

ex-bankers &

bank technologists

years of Global banking &

start-up experience

WHO 5

headquartered in

Singapore

65

WHAT

Simple

Transparent

Low-cost

PFM Aggregation &

Investment service

Enabling

Institutions

Banks

Insurance

EAMs & IFAs

Millennials

Affluent

HNIs

Three

Segments

360º Customer view

How does the Bank/Wealth Manager benefit?

Holistic Analysis made possible

TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details

Understand finer nuances

Infer the best advisory option

Across multiple portfolios

Understand risks & exposures better

Craft clearer forward looking approaches

Transaction frequency & type

Activity & Market correlation

Behaviour & Constituents based risk profile

Diversify rather than increase concentration

Address relevant goals

Organise client related activities

Allocate assets into goals & track them

Better organise documentation

Maintenance activities

Precision focus in client servicing

Dashboard allows slice & dice of client list across multiple dimensions

Event based response can be precise & specific,e.g. Brexit impact, Mortgage

Focussed promotions & incentives, no more guesswork!

Secure local storage

HOW PDV

Real-time

client-side WEB

Intelligent Insights

360º Customer View aggregation

WHY? End-Customer

Anytime, anywhere

2-3mins to aggregate Save Time

Income & Expenses

Assets & Risk

Budgets & Benchmarks Get Insights

Perks

Free tool

Peer comparison

Better offers

Revenue mechanism

Plan Better Alerts

Goals

Budgets

Income/Risks

Assets/Peers

Expenses

You vs Peers

WHY?

Insights

Cross-sell Lifestyle

Event

Goal-based Investment plans

Financial & Risk profile

Lifestyle & Brands

Investments & liquidity

Insurance coverage

Early need identification

Servicing Precision identification

Change of circumstances

Brand-partnerships Assist across the

Entire lifecycle

deals/

protection }

HOW

Base Version

Subscription NO DATA SHARED

SHARE DATA Staged offer

Algo & RM

Algo-Driven

User choice

Basic Perks

NO NAME BASIS

User Incentives

FUTURE

READY?

Understand

Data on financials more comprehensive & reliable

Engage

Direct engagement – make yourself future proof

Personalise

Discrete Segments & Individualized offers

How does the Bank/Wealth Manager benefit?

Holistic Analysis made possible

TrackWealth helps you aggregate your client’s Financial Institution accounts & Real Estate portfolio details

Understand finer nuances

Infer the best advisory option

Across multiple portfolios

Understand risks & exposures better

Craft clearer forward looking approaches

Transaction frequency & type

Activity & Market correlation

Behaviour & Constituents based risk profile

Diversify rather than increase concentration

Address relevant goals

Organise client related activities

Allocate assets into goals & track them

Better organise documentation

Maintenance activities

Precision focus in client servicing

Dashboard allows slice & dice of client list across multiple dimensions

Event based response can be precise & specific,e.g. Brexit impact, Mortgage

Focussed promotions & incentives, no more guesswork!

How would an your client be better engaged?

Visually engaging Portfolio Analysis

Performance : Growth & Income

Regional Exposure

Asset Allocation

Currency Exposure

Liquidity

Leverage

View constituents

Positions & underlying

transactions

Security-wise view

Get Alerts

Price & Portfolio Return Alerts

Corporate Action Alerts

RM or Analytics based forward

looking opinions/suggestions

The first step to better investing is learning about your resources & how you’ve invested them!

Converse with RM

RM & Client chat widget

Email logs & trail

Contextual conversation

Relevant Research & news

Individual company/currency/

region research articles

Thematic pieces & outlook

e-Document signatures

Preferences & settings

Other maintenance activities

Aggregated Portfolio Across

Banks/Brokers/Wealth

Engagement outcomes targetted

Better perspectives & insights for clients

Make clients more pro-active

Leverage insights & blend it with a smart engagement mechanism

More engaged conversations with Remote RM

Personalised inputs to clients

Increased Cross-sell based on needs identified

Visual Dashboards & research related to client positions

Client-exposure based research & alerts

Alerts, real-time metrics & mobile engagement

Real-time, mobile RM access in context of client’s specific

dashboard view/research/alerts

Lending limits/ products, Investment rebalancing, wallet share increase

Make it easy & hassle free for clients New age mobile experience with maintenance activities inc.

Portfolio Aggregation PFM tool +

=

Asia’s first holistic advisory solution

Secure Aggregation, patented tech

Intelligent analysis dashboard

Complete view of client Full suite robo-advice capabilities

Partnership with industry leaders

Access to global investment strategies

”Platform-as-a-service” Robo-Advisor

THANK YOU