The Digital Finance Experience Company

Enabling the digital sales and advice of financial products

We deliver breakthrough digital tools, apps and micro-services to financial institutions for the sales, marketing and advisory of financial services

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New Wealth and Morningstar Research announce their partnership for mutual funds and unit trusts solutions on Asian markets

“Morningstar’s mission is to help investors reach their financial goals and combining New Wealth’s innovative tools and applications with our quality data will ultimately enhance the end user’s experience.” Nick Cheung, CEO of Morningstar Asia.


Why 'New Wealth'

The financial and Wealth Management industries in Asia are going through a major digital transformation.

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new and emerging markets

Accelerating the democratization of Wealth Management in ASEAN fast-growing economies

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new channels and technologies

Bringing The Digital Channel for Asset and Wealth Management to a digital-savvy population

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New-to-ADVICE AND NEW-TO-WEALTH

Converting new and existing clients to Digital Wealth leveraging cutting-edge Do-It-Yourself (DIY) services

Our Expertise in Digital Finance

At New Wealth we are building groundbreaking digital experiences such as conversational sales and advisory tools for financial institutions across APAC. Our team of design thinkers and senior practitioners live and breathe financial services to bring highly personalized User Experiences to end-customers.


 
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Delivers front-end solutions & mobile apps on New Wealth Platform, augmented by best of breed financial APIs


 
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Designs modern User Interface (UI) and seamless User Experience (UX): research, design, prototype, user testing


 
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Shapes innovative Digital Wealth and Advisory models: strategy, business consultancy, projects


Our Senior Management Team

 
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Loïc PITROU

CEO

  • Digital finance strategy expert

  • Robo-advisory specialist

  • Product management

  • B2B business development

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Sudhir NAIN

Head of Experience Lab

  • UI/UX thought leader

  • 18+ years design experience

  • 10+ years designing FinServices

  • Wealth apps expert

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Simon MAZAS

Chief Technology Officer

  • Senior digital architect

  • E-commerce IT specialist

  • Cloud applications

  • DevOps transformation

What We Deliver to Financial Institutions

 

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Our Software Products and Wealth Apps

  • Financial Products DISCOVERY, ADVICE and SELECTION app

  • Online Mutual Funds PORTAL (OMF)

  • Lean ROBO-ADVISOR for Millennials and New-to-Advice customers

  • CLIENT WEALTH APP for Retail and Affluent customers

  • SALES & Simple ADVISORY tool for Relationship Managers

  • Life Bancassurance SALES & ILLUSTRATION tool

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New Wealth Experience Lab and high-fidelity prototypes

  • Design / test / pilot a new financial service for retail, emerging affluent and middle-income customers

  • Design / test / pilot a new Wealth app or service for affluent and private banking customers

  • Design / test / pilot a new service or channel for General Insurance, Health and Life Insurance customers

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Our Partners for technology, data and expertise

New Wealth’s ecosystem of specialized financial and WealthTech partners, offers a vast array of complementary solutions and additional expertise through APIs. This nimble approach enables to extend the functional coverage of the modern solutions that we provide to our clients in a rapid and flexible way.

The Financial API Revolution

Application Programming Interfaces (APIs) are now becoming mainstream all across the financial sector, thanks to numerous open-banking initiatives ran globally: and it is leading an important shift on the market because APIs and microservices are the glue that allows financial institutions to team up with new ecosystem players more flexibly and rapidly.

For your digital agenda to succeed, New Wealth promotes lightweight IT architectures for new Wealth systems & front-ends, to help decouple your firm from monolithic core clearing platforms and custodians. For instance in the field of digital Wealth Management, here are the main categories of APIs which can be used:

  • On-boarding related: OCR, Identification, e-KYC, Video-Chat

  • Client Personality Analysis

  • Investment Goals management

  • Risk Analytics

  • Portfolio Simulation

  • Portfolio Optimization

  • Chatbots

And equally important this revolution has the potential for financial players to generate new revenue streams by developing innovative mobile applications, and other cutting edge digital services, to boost the customer experience. New Wealth has chosen to strategically partner with several proven WealthTech providers, to leverage their expertise & solutions using API-services.

Contact Us & Newsletter Subscription

 

Ms. Alicia CHONG - Senior Executive Assistant

+65 3159 3120 | alicia.chong@newwealth.com.sg

Headquarters

100 Cecil Street, #06-01 The Globe, Singapore 069532, SINGAPORE

IT Development Centre

Hai Au Building 9th Floor, 39B Truong Son Street, Ward 4, Tan Binh District, Ho Chi Minh City, VIETNAM

 
 
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