Wealth Broker’s road to creativity in multi-asset management. Source: Shutterstock

Wealth Broker has revealed that it has improved the functionality and user experience of its stock trading app, turning it into a one-stop shop for multi-asset management software.

With the latest version, customers may now manage a variety of assets on a single platform, such as US and Hong Kong equities, cryptocurrency, bonds, mutual funds, fixed income products, and more.

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In addition to providing sophisticated analytical tools to assist customers monitor and maximise their investment performance, the Wealth Broker app also allows multi-currency transactions.

Furthermore, the ability to integrate with several banks and brokers guarantees smooth and automated updates of portfolios and transactions, doing away with the necessity for human input.

With this update, Wealth Broker is now positioned as a flexible and effective tool for both new and seasoned investors.

In order to reduce risk and optimise returns, investors are searching for methods to diversify their portfolios and seek returns from a variety of asset classes. With its creative solutions, Wealth Broker, a fintech company, is paving the way in reimagining the future of multi-asset management.

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Wealth Broker is a digital one-stop platform for investments and wealth management with its headquarters located in Singapore. It possesses Australian ASIC financial certifications, and its institutional clientele includes wealth management businesses, fund management companies, family offices, commercial banks, and securities companies from a variety of financial industries.

Multi-asset management involves strategically allocating investments across different asset classes, such as stocks, bonds, funds, and virtual currencies, to mitigate risk and stabilise portfolio returns.

Wealth Broker offers a comprehensive suite of wealth management products, including stocks, cash management, funds, structured products, bonds, and crypto assets, catering to diverse client needs.

As financial technology continues to progress, multi-asset management is expected to grow more sophisticated and effective.

Wealth Broker services not only assist financial institutions in enhancing the efficacy and efficiency of their wealth management offerings, but they also give investors access to a wider range of investment options and better customer support.