Singapore’s OCBC Bank has introduced a new integrated wealth management app to help customers achieve their investment goals in a simple and personalised way.
Dubbed as OCBC OneWealth app, the new mobile app will allow everyone from beginners to seasoned investors to access customized, up-to-date market information and investment suggestions from OCBC Bank experts, easily monitor their investments and get personalized mobile alerts related to their investments.
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The app will also enable customers to make better sense of the markets they are invested in, and make informed and timely decisions in managing their investment portfolios.
Using the new platform, customers can access information about wealth and investments, access useful and easy-to-understand content to make investing simpler as well as alerts and other content are offered in a customised manner.
The app will also allow customers to choose the specific content including content on unit trusts, equities, bonds and foreign exchange currencies, and the outlook and top investment ideas for each of the chosen asset classes and markets.
The app contains content, which is refreshed daily, with market insights updated every morning.
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By GlobalDataAlso, OCBC Bank customers can log in through the app to see an overview of their purchased investment products including equities, foreign currency accounts and deposits, time deposits, structured notes, dual currency investments and the OCBC Blue Chip Investment Plan.
With this app, customers can also set mobile price alerts for when their fund investments hit certain market prices and also receive personalised alerts from OCBC Bank based on their investments.
Moreover, customers can opt to buy and sell investment products through OCBC’s online unit trust portal or, while accessing the app, simply click to have an OCBC Bank representative contact them directly.
OCBC Bank head of e-business for Singapore Aditya Gupta, said: Our new OCBC OneWealth mobile app is all about making quality and personalised advice available to more people – especially those who are new to investing – in a way that is simple to understand and easy to act upon. This is the digital and wealth advantage that we offer to customers."
