Wealth Management Cube ("WMCube") is a SFC licensed corporation (CE No. BEC913) in Hong Kong. We are providing B2B & B2B2C Fund Investment Dealing & Settlement services and Insurance Admin & CRM solutions. With more than 30 years of domain knowledge, our thorough grasp of the wealth management industry has helped us overcome the constantly evolving landscape in both investment and insurance industries.

Why work with us

CUBE is a platform solution offered to the wealth management industry. Our platform is developed with creative ideas, embracing a multiple analytical perspectives approach. With our experience and strong business domain knowledge, we strive to provide the most cost effective platform solution that will benefit both the clients and advisory firms.

Investment Dealing is a streamlined Online Transaction Processing Solution to boost the investment dealing order placing and settlement efficiency.Benefits:

• Nominee dealing and settlement
• Reduce costs by consolidation
• Performance and Miscellaneous Fee calculation and collection
• Secure transaction management infrastructure
• High Degree of control by audit trail, reconciliation
• Reports and maker-checker mechanism
• Reduce efforts for regular saving transactions for model and bespoke account
• Standardized and trackable cash management module
• Role-based access control on functions and information access
• Ad hoc portfolio valuation enquiry and bulk printing/download of ad hoc statement