Services & Solutions

Services and investment solutionsfor every need

Investment Experience

Invest on your own or with an advisor, all in one place

Pick what fits, from investing in an app to an advisor on your portfolio to holistic private wealth

Wealth Technology

The technology behind fundii and our advisors, ready for banks, brokers and businesses to run under their own brand

AI Insights
AI that reads the market for you
Funds and news summed up plainly, with an alert when a portfolio needs rebalancing or markets swing
Summed up in 3 seconds
Read the latest data and news on K-USA-A(D)
Fund Fact Sheet
US market news
Next dividend date
Portfolio off target, rebalance suggested
White-Label App
An investing app in your brand
Run the whole app, or embed it as a module in yours
YOUR BRAND
Portfolio value
฿696,500
- K-USA-A420,000
- SCBGOLD180,000
- KFSDIV96,500
RM Platform
A platform for RMs
Advise, place orders and track results in one system
My clients
- Client AAwaiting OK
- Client BRebalance due
- Client CAll done
- Client DAll done
Back Office
A complete back office
Accounts, orders, fees and SEC reporting
Today
- Account opening and KYC
- Order routing
- Fee calculation
- SEC reporting
Management Dashboard
The business, in real time
AUM, revenue and KPIs for management at a glance
AUM฿12.4B
Revenue฿38.2M
Custom Build
Built to your brief
Designed, built and connected to your systems, with support after launch
POST /v1/orders
{
"fund": "K-USA-A",
"amount": 10000,
"client": "C-1042"
}
→ 201 Created

Investment Solutions

Our investment and operations teams, ready to back up advisors and partner firms

Research
Research and tactical calls
Investment Outlook and a Daily Brief, ready to pass on to clients
Portfolios
Portfolio models
Model portfolios from our investment team, adjusted as markets move
Training
Training and sales masterclasses
Sales and RM coaching from CFP-level experts
Operations
Operations and tele-advisory
Account opening, settlement, fund-house liaison and a phone advisory team

Advisory Platform

The platform our own RMs use every day, open to independent advisors, teams and advisory firms

01 · Start solo
Independent advisor (IIC)
Register with us and use every tool from day one
02 · Build a team
Team lead and members
Split team pay as fixed or tier-based
03 · Grow a network
Advisory firm
Every advisor in the firm on one platform

Backed by a team from registration and training to market views and LINE support every business day