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Dragon Wealth offers the worlds first marketing in a box designed specifically for financial advisors to connect more easily and more often to new and current investors. Dragon Wealths one stop online marketing shop includes FAConnect - an app connecting FAs to current and new investors, featuring a suite of automated, tailored marketing campaigns targeting new and current investors, and INVESTO - an app for investors which provides 24/7 access to their portfolio, news and new products, and importantly connects investors to financial advisors in a way that saves time and money. As Asias new business accelerator for the financial advisory industry, multi-award winning Dragon Wealth has been hailed as the leading technology for the rapidly-expanding Asian financial advisory. Its technology is helping the 250,000 financial advisors in AsiaPac to increase sales and acquire more investors.
Dragon Wealth is a financial technology company focused on solutions that enable financial institutions to deliver wealth management advice that matters to their clients,Dragon Wealth’s technology, leverages the latest in social, mobile, analytics and cloud solutions to provide at-a-glance insight on clients’ investment behavior, peer group comparisons, and expert information, enabling relationship managers and their clients to have transparent conversations about clients’ investment needs.
Wealth Management Advice
Online marketing shop and financial advisors
8KMiles Software Services
$110 K in 2015
Its technology is helping the 250,000 financial advisors in AsiaPac to increase sales and acquire more investors.
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