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CONNECT by Crossbridge once again reinvents the wealth management game

Vlad Poptamas

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Photo source: disruptordaily.com
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Crossbridge Capital (“Crossbridge”), the leading independent global wealth manager with over US$4.5 billion under advisement, today announced significant updates to its CONNECT by Crossbridge digital platform – further enhancing the premium customer experience for accredited investors. Launched in late 2016, CONNECT by Crossbridge is Singapore’sfirst, and largest, robo-advisor with over US$300 million in assets under management is invested on the CONNECT platforms. The new enhancements come as Crossbridge Capital celebrates its 10thanniversary and CONNECT its second.

CONNECT by Crossbridge will become the first pure-play robo-advisor in Singapore to integrate MyInfo, a digital data vault developed by the Government Technology Agency of Singapore to facilitate online transactions. The MyInfo service will autofill online forms on users’ requests when they sign up for CONNECT by Crossbridge, significantly speeding up the onboarding process, without compromising standards of the customer identification and verification.

CONNECT by Crossbridge has also optimised its existing user interface based on extensive user testing and analysis to provide an enhanced wealth management experience. The platform’s robust security has also been further strengthened.

“Singapore-based investors want to take control of their investments to meet their life and savings goals. They also demand a premier digital experience, better investment options, greater efficiency and more transparency. The new improvements on the CONNECT by Crossbridge platform effectively harness new technologies to create a seamless customer journey making investing even simpler and easier to deliver the high-end wealth experience that Crossbridge customers expect,” said Charlie O’Flaherty, Partner and Head of Digital Strategy & Distribution at Crossbridge Capital. “Crossbridge will continue to adapt to the evolving needs of our customers and improve our service offerings to redefine the wealth experience.”

Developed in collaboration with top-tier industry providers, CONNECT by Crossbridge brings customised, actively managed, investment portfolios to Accredited Investors[1,2]. Its goals-based investment portfolios give clients a personalised asset allocation to suit their risk profile and objectives and because Crossbridge Capital is a licensed wealth manager, clients can also speak to a human adviser at any stage of the investment process.

The new updates have come shortly after CONNECT by Crossbridge became the first in Southeast Asiato introduce an Artificial Intelligence-based learning model, with the Walk of Life function designed to help customers track the progress of their financial plans. Crossbridge has also brought its private banking level products to the wider mass affluent market with the launch of CONNECT Prime. With the motto, “Private banking for the rest of us”, CONNECT Prime is a fully digitalised, premium wealth management service with a minimum account size of SGD $500,000 — significantly below the SGD $3 million to SGD $5 million required to open accounts at most private banks.

For further information about CONNECT by Crossbridge visit the website here.

[1] “Accredited investors” include individuals whose net personal assets exceed S$2 million or whose income in the preceding 12 months is not less than S$300,000 [Source: Monetary Authority of Singapore]

[2] CONNECT is open to Accredited Investors according to the Singapore regulations

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There a many things that shape a man, but the carving is done by the hobbies and passions. I've pursued two main careers, professional photography and webdesign, while also keeping a passion for automobiles, technology and games. At PICANTE NEWS, I take care of news editing and press release publishing in se
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