In collaboration with FNZ, UOB Asset Management (UOBAM) developed and launched their award winning UOBAM Invest robo-adviser. It was first launched in 2018 as an online portal for corporate investors, followed by a mobile app later in 2020 for individual investors.
A platform for corporate and individual investors
Corporates: Market-first services for simpler, smarter investing
The UOBAM Invest online portal combines UOBAM’s extensive investment expertise with FNZ’s market-leading technology to make direct fund investing simpler, smarter and more personalised.
This first-in-market digital initiative enables corporate investors to invest in customised portfolios that meet their companies’ risk profiles, investment horizon and specific investment goals.
FNZ manages all the technology operations, enabling UOBAM to focus purely on ongoing product innovation, development and distribution.
Following the success of the Singapore platform, UOBAM launched another corporate platform in Malaysia in May 2020. The UOBAM Invest online portal is the first robo-advisory service launched in Singapore and Malaysia for corporate investors.
Individuals: Personalised and dynamic
The UOBAM Invest robo-advisory mobile app was officially launched in 2020 for individual investors.
Leveraging FNZ’s global robo-advisory solution, the UOBAM Invest robo-advisory app offers individual investors personalised, dynamic investment portfolios, incorporating their risk profile, investment horizon, as well as their additional financial goals.
The investment portfolio is then monitored on an ongoing basis, ensuring portfolios are optimised to investors’ needs. Central to this is the glide-path portfolio rebalancing algorithm, which decreases market risk taken by the portfolio as a client’s investment horizon shortens.
UOBAM Invest was awarded ‘Best Fintech Innovation in Asset Management’ by Asia Asset Management in 2020. Both the corporate online portal and the retail app are designed to enable multi-jurisdictional roll-out across Asia, providing significant economies of scale for UOBAM and in turn benefitting their clients.
- Reduced launch and operational costs
- Best Fintech Innovation in Asset Management
- Multi-jurisdictional roll-out across Asia
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