With this app, iFAST advisers and clients can view their investment holdings and cash account balances anytime and anywhere from their phones or tablets. Investment holdings include unit trusts, Discretionary Portfolio Management Solutions (DPMS) portfolios, exchange-traded funds, stocks, and bonds.
Clients and supervisors can also approve transactions created by advisers, streamlining the transaction submission process across desktop and mobile.
About iFAST Corp:
iFAST Corp (stock code: AIY) is an internet-based investment products distribution platform. Incorporated in 2000 in Singapore and listed on the SGX Mainboard in December 2014, iFAST Corp is also present in Hong Kong, Malaysia, China and India. The Group provides a comprehensive range of investment products and services to financial advisory (FA) firms, banks, financial institutions, multinational companies, as well as retail and high net worth (HNW) investors in Asia.
借助此应用程序,iFAST顾问和客户可以通过手机或平板电脑随时随地查看其投资资产和现金账户余额。投资控股包括单位信托,全权委托投资组合管理解决方案(DPMS)投资组合,交易所买卖基金,股票和债券。
客户和主管也可以批准顾问创建的交易,从而简化跨台式机和移动设备的交易提交过程。
关于奕丰:
奕丰证券有限公司(股票代码:AIY)是一个基于互联网的投资产品发行平台。 iFAST Corp于2000年在新加坡成立,并于2014年12月在新交所主板上市。该公司还在香港,马来西亚,中国大陆和印度设有办事处。本集团为亚洲的金融顾问(FA)公司,银行,金融机构,跨国公司以及零售和高净值(HNW)投资者提供广泛的投资产品和服务。