Wealth Management Platform

We recognize your need as a wealth manager. Financial Access Made Easy (FAME) is an all-in-one multi asset wealth management platform that enables advisors to provide comprehensive financial advice to clients and manage their investment portfolios. The FAME system is designed with advanced technological tools to help you in every stage of growing your client relationship. The straight through processing feature on FAME allows you to transact investments seamlessly. Firms and Sales representatives do not need to worry about high cost incurred and can leverage on our expertise to process unit trust transactions, settlements and administrations.

With FAME, you can:

  • Tailor your service to match your client’s specific needs
  • Focus on choosing the right investment for your clients on a holistic level
  • Formulate the right portfolio based on clients investment goals
  • Create and execute transactions online, anytime and anywhere
  • Rebalance multiple or mass portfolios with greater efficiency
  • Focus on your work while we handle the rest
Find out more

Wealth Management Products

FAME has access to over 400 funds over the regions but we believe wealth management is much more than unit trusts. We also offer equities, ETFs, fixed income and managed accounts. PhillipCapital also has wealth centres in UK, Australia, Malaysia, India, Japan, and HongKong. Our in-house research team also provides insights to help you find the right funds for your clients.

Advisor Support

We support you and your business. Every advisor is assigned to a relationship manager. All of our relationship managers and FAME advisor support are dedicated to serve you better . Where efficiency is important to customer service, FAME also provides self-help tools such as user guides, checklists and FAQs which are available on our platform. We also offer our seminar rooms for FAME advisors to organize client events at our premium locations.

Fame Advisor Community

FAME advisor community aims to be a worthy model for financial service professionals wanting the best for their clients. At our advisor events, we invite the experts to share their research outlook and industry trends. Daily fund house research is consolidated in our advisor newsletter for your easy reference. Our annual FAME incentives trips are part of the rewards for advisors who achieve their targets. Be part of the FAME Advisor Community today!