Leading trusted Wealth Management Platform

At SimplyWealth, we aim to rebuild trust between wealth management professionals, financial institutions and their clients by leveraging on smart technology, automation and insightful data visualization.

Our Vision and Mission

At SimplyWealth, we empower wealth advisors to better serve their clients by leveraging on our smart tools that provide:

Rebuilding Trust and Accountability

To institutionalise trust and accountability by providing a holistic, real-time, and scenario testing view of end-clients’ portfolios. 

Supercharge Cultural Shift

To accelerate the industry’s move away from “product pushing” culture to holistic wealth management by leveraging on technology.

Upskilling

To provide financial institutions with tools for upskilling its workforce.

Features and Tools

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Holistic Financial Planning

SimplyWealth platform allows a holistic view and full suite of financial planning tools to empower financial advisers to have a deeper and more sophisticated financial advisory with their clients.

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Time Saving

With MyInfo and many other API integrations, this drastically reduces the amount of time that financial advisers need to collate data before they can even start planning! The proprietary financial planning engine enables a holistic financial plan to be drafted out in less than half an hour.

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Integrated Insurance Planning

The fully integrated insurance planning tool collates all existing real-time information to derive an accurate total insurance need of the client with scenario-testing tools to simulate the viability of the insurance product recommendations.

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Encrypted Data Vault

Say goodbye to outdated excels and documents! The encrypted data vault allows one to securely store all financial information such as mortgage and wills where one can have an accurate and up-to-date discussion with the financial adviser anytime, anywhere!

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Milestone Tracking

Ever wonder how your assets and various products help you in achieving your life’s milestones? With SimplyWealth’s real-time tagging of your assets to the various milestones, you can see the progress and status of a your milestones with one glance!

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Real-Time Updates

You will never miss a premium paying date or trigger an investment call with our auto-calendarisation tool whereby all follow-up actions can be captured with just a click of a button!

Simplifying Wealth Management

The Need to Reforge Trust

A 2018 CFA Institute survey reported that only 10% of Singapore retail investors believe their investment adviser always places their interests first.

Institutionalising Accountability and Trust through Technology

At SimplyWealth, we aim to rebuild trust between wealth management professionals, financial institutions and their clients by leveraging on smart technology, automation and insightful data visualization.

frank
Management Team
Frank Lee started Simply Wealth to help Singapore invest better and achieve financial freedom. As a professional fund manager he saw too many people getting ripped off by bad investment advice and high fees. Frank left his career to build Singapore's first personalised online investing platform.

Today, Simply Wealth has a team of qualified professionals who help guide thousands of clients to build wealth with a proven investment strategy.
Meet Our Team Expert
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Frank Lee

CHIEF TECHNOLOGY OFFICER ,
CO-FOUNDER

dexter
Management Team
Meet Our Team Expert
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Dexter Koh MBA, CFP®

CHIEF EXECUTIVE OFFICER ,
CO-FOUNDER

edwin
Management Team
Meet Our Team Expert
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Edwin Ong, CA

CHIEF OPERATING OFFICER ,
CO-FOUNDER

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Jason
Meet Our Advisory
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Jason Chen | CAIA, CFA

BOARD ADVISOR

Advisory Board
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Edwin
Meet Our Advisory
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Edwin Lee | CAIA, CFA

BOARD ADVISOR

Advisory Board
ang ser keng
Meet Our Advisory
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Dr. Ang Ser Keng
PhD, MBA, CA, ACIS

BOARD ADVISOR

Advisory Board
Melvin
Meet Our Advisory
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Melvin TJ Tan | MBA, CFA

BOARD ADVISOR

Advisory Board
kelly
Meet Our Advisory
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Kelly Choo

BOARD ADVISOR

Advisory Board
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