Wealth Management
Journey
Avantrade is a robust wealth management platform that empowers financial institutions to deliver personalized investment experiences.
Because every client’s financial journey is unique.
Experience a fully integrated system that covers every aspect of wealth management.
In today’s fast-paced financial environment, accessibility is key.
Stay ahead of the regulatory landscape with built-in compliance support that simplifies adherence to local regulations and reporting requirements.
Join the ranks of the 70% of Indonesian financial institutions already leveraging Avantrade since its inception in 2003.
Avantrade offers a 360° client view, centralizing portfolio data across all asset classes in a unified dashboard. This holistic insight empowers advisors to make informed decisions tailored to each client’s financial landscape, ensuring that no detail goes unnoticed.
Our platform is designed to elevate the advisory experience by equipping advisors with high-performing tools
Utilize our suite of tools designed specifically for real-world advisor challenges, offering comprehensive resources to enhance decision-making and client engagement.
We believe that clients should have control over their investments. With Avantrade, clients can independently manage their portfolios, redeem investments, and stay engaged with their financial growth through a user-friendly portal.
Leverage data analytics and insights available on-demand to respond swiftly to market changes, equip your advisors with the necessary intelligence for proactive client management, and foster informed investment conversations.
Stay ahead of trends and ensure ongoing advisor development with workshops, training sessions, and tools for self-improvement, ensuring your team remains competitive in an evolving market.
As the financial landscape evolves, financial institutions face mounting pressures to provide exceptional client experiences while staying compliant with regulations.
Avantrade addresses these pain points by offering a solution that fosters adaptability and operational efficiency.
Empower advisors and clients with wealth insights and advisory in real-time
Develop a seamless hyper-personalised customer journey roadmap across multi- channels
Future-proof your business with our industry domain knowledge
With more than two decades of experience and a deep understanding of the financial services landscape, Firium Solutions Asia Pacific is a trusted partner for financial institutions. Our commitment to innovation has helped over 30 banks and financial services establish a solid market presence across the Asia-Pacific region.
Our solutions have processed around 70% of all fixed income and unit trust volume in Indonesia alone.
We don’t just deliver technology; we empower your business with the domain knowledge necessary to succeed.
With over 20 years of experience, we deliver secure, scalable solutions that help financial institutions thrive.
Ready to transform your wealth management experience?
Experience the power of a unified platform designed for today’s wealth management landscape.