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What is FutureAdvisor?

FutureAdvisor partners with wealth management companies to boost asset accumulation, streamline operations, appeal to diverse client groups, and connect with the next generation of investors. By utilizing established portfolio management techniques and best practices in the industry, we customize our strategies to align with your individual situation and existing investment holdings. Our focus is on optimizing your current assets to minimize turnover and reduce tax consequences. When suitable, we integrate affordable index funds to improve your portfolio's diversification. This strategy not only simplifies your investments but also sets you up for long-term financial achievement. Our ultimate objective is to provide you with personalized solutions that resonate with your distinct financial reality, ensuring that your investment journey is aligned with your goals. We believe that understanding your unique circumstances is key to fostering a successful financial future.

What is Endowus?

Implementing disciplined and effective investment strategies enables you to navigate market volatility successfully while pursuing your broader financial goals, leveraging all available resources such as cash, CPF, and SRS. You will have the opportunity to access institutional-quality, cost-effective options managed by esteemed fund managers known for their extensive expertise and proven success. There are no sales fees or transaction costs, and you will benefit from full trailer fee rebates, along with a clear and affordable overall access fee structure. Furthermore, our portfolios are globally diversified to align with your essential life goals, while themed portfolios provide the chance to take advantage of specific market trends. By creating an Endowus account, a trust account will be set up under your name at UOB Kay Hian, Singapore's leading brokerage firm. This arrangement guarantees that your investments and transactions within the Endowus system are recorded by two distinct entities that hold licenses from the Monetary Authority of Singapore (MAS), setting it apart from many wealth management solutions that typically aggregate clients' assets before linking to execution brokers. As a result, this framework significantly improves the security and clarity of your investment portfolio, fostering greater confidence in your financial journey. Ultimately, this level of transparency and separation can contribute to a more secure investment experience, allowing you to focus on achieving your financial aspirations without unnecessary complications.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

0.5% Fee
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

BlackRock

Company Location

United States

Company Website

www.blackrock.com/futureadvisor

Company Facts

Organization Name

Endowus

Date Founded

2017

Company Location

Singapore

Company Website

endowus.com

Categories and Features

Categories and Features

Popular Alternatives

Popular Alternatives

FutureAdvisor Reviews & Ratings

FutureAdvisor

BlackRock