May 20, 2013
May 16th 2013 - HSBC has launched Wealth Dashboard, an enhanced Personal Internet Banking platform to enable customers to view their total wealth holdings with the bank in Singapore. This new portal will display cash and investment holdings in real-time as a single, consolidated view online, saving customers the time and effort of having to access different accounts. It will also allow ‘timely execution of deals’ by customers and give them more control over their wealth portfolios.
This holistic view – neatly classified by asset class – allows customers to see, at one glance on screen, their total assets with the bank, making it easier for them to manage and monitor their cash deposits and investment portfolios as well as track and analyse the performance of their holdings more conveniently and efficiently, anytime and anywhere.
Available to all HSBC retail customers in Singapore, the Wealth Dashboard is the bank’s new one-stop e-banking and wealth management solution which provides a simple, holistic display of one’s entire wealth portfolio invested with HSBC Singapore across cash deposits, unit trusts, bonds, dual currency products and structured investments such as structured products and equity-linked notes.
Mr Paul Arrowsmith, Head of Retail Banking and Wealth Management, HSBC Singapore said: “We are pleased to make available to our retail customers a best-in-breed online banking solution to help manage their wealth. We are a step ahead of our competitors to introduce what I believe is a very progressive and customer-centric wealth management tool in the Singapore retail banking market. The many useful features of Wealth Dashboard will enhance the online banking experience of our customers by giving them a bird’s eye view of their wealth holdings with us, across various asset classes. As its name aptly describes, the Wealth Dashboard puts our customers in the driver’s seat, giving them the information, advice and tools to actively monitor and manage their investment portfolio.”
Re-disseminated by The Asian Banker