Investment-Support Services

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Overview

As your trusted one-stop shared services partner, we will work in consultation with you to provide investment-support services that enable you to serve your clients with confidence. 

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Investment-Support Services

  • Fund Due Diligence
    • Comprehensive fund analysis and evaluation process to help your decision-making in the fund due diligence process

     

    • Periodic reviews of funds will be conducted by the in-house team for your stakeholders
  • Curation of best-in-class funds
    • Our proprietary methodology framework integrates robust data-driven and qualitative research in the selection of the best-in-class funds

     

    • Peer comparisons across an extensive coverage of asset classes, segments and sectors are performed 
  • Materials
    • A one-stop deck containing information, features and data of funds are updated monthly to serve as a quick reference guide  for your Financial Adviser Representatives.
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PROPEL is a One-Stop Solution that enables financial advisory firms to scale their business and operations. With a platform unifying financial needs analysis, new business registration and commission management module, we also provide mid-to-back office support services to help firms boost their productivity.

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