About Us
Avant-Garde Solutions. Synergy. Foresight. Trusted.
At Voo Technologies we aspire to elevate the industry standards of Wealth Management Technologies across the globe for the UHNWI, Family Offices and Wealth Managers. We are committed to always deliver above the expectations of our clients through attention to fine details and providing a holistic experience via our proprietary core wealth system, TREX.
Services
TREX makes business easy. A one stop, modular digital platform purposefully built to simplify business operations and provide full spectrum of front-office and back-office functions, from total wealth aggregation (including non-financial assets) , order management, transaction ledger & reconciliation, valuation, risk engine and reporting analytics. We cater our services to enable financial institutions, private wealth managers, family offices, institutional investors and UHNWI to better manage wealth by taking out the redundancies to increase productivity and automating the processes of the financial service for operational excellence. Available in both mobile and web versions, carry out these roles on-the-go.
Asset Aggregation
Do away with the waiting time and manual tabulation of data amassed from multiple financial institutions. TREX does this automatically for you through established direct relations with all your banks so you can access your financial information regardless of location and time zone. Timely & holistic information crucial in making the best financial move.
Risk & Regulatory Engine
Adhere to your investment objective and risk appetite with our in-built portfolio health indicator and digital compliance engine.
Portfolio Management
With a meticulously designed dashboard that displays updated transaction data, professional portfolio managers can now easily obtain a consolidated view of all financial and non-financial assets in real time.
Analytics & Reporting
Fully customisable reports and comprehensive analytics enables IAM and Family offices to gain more portfolio insights with deep analytics.
Order Management
Place a single or bulk order based on our multi-broker connection, with pre-trade checks on customer-defined compliance rules
Derivatives
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If you are ready to simplify your wealth management, reach your full wealth potential, and live your dreams, then connect with us.
GET IN TOUCH
260 Orchard Road #19-01 The Heeren Singapore 238855
+65 6992 2550