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Singapore, Singapore, 2007/12/12 - Malaysia’s leading wealth management and estate planning firms, Ascendur Sdn Bhd has announced that it has selected SENTRYi Group’s product suite to streamline and automate the firm’s wealth management process - Sentryi.com.
SENTRYi Group, a premier provider of wealth management solutions for the wealth management industry, will empower Ascendur with the utilisation of SENTRYi’s ‘Portfolio Designer™’ solution. This will enhance compliance at the point of sales, while providing transparency in fund selection and greater efficiency in creating overall investment portfolios.
In addition, Ascendur will also be adding the feature rich ‘Management Platform™’ to enhance and improve its customer relationship and portfolio management capabilities.
Mr. Ben Tee Beng Hock, senior Para planner at Ascendur stated, “The SENTRYi suite of products perfectly compliments our advisory style and methodology. We pride ourselves on being innovative while offering transparent and personalised investment advice. SENTRYi’s solution empowers our advisors with the ability to be compliant, extremely transparent with the fund advice, while increasing and improving our business operational efficiency. We are extremely pleased with the SENTRYi team and their ability to understand our business needs and provide a tailor-made solution specific to our business model. Indeed, SENTRYi’s solution matches our philosophy of ‘asset allocation with diversity’ strategy. We are confident that SENTRYi’s products will definitely benefit us as a wealth management advisory, and in our goal to increase levels of customer satisfaction.”
Mr. Sorek, CEO and founder of SENTRYi commented: “The SENTRYi team is extremely proud that Ascendur has decided to implement the SENTRYi wealth management solutions for their point of sale and portfolio management requirements. Ascendur is a very well respected and recognised financial advisory and wealth management consultancy. We firmly believe that our solutions are the best in the wealth management business and we are grateful for this vote of confidence from Ascendur.” Mr. Sorek added: "Malaysia has a vibrant financial services industry with favourable regulations. With the recently approved CUTA, our solutions are very well suited for the Malaysia wealth management market”.
It has always been Ascendur ‘s aspiration to be a catalyst in bringing all the fund houses and advisors together in an environment of mutual respect and growth. It is also our deepest desire to be a change agent for our advisors to be transformed from just being super producers to holistic individuals.
Ascendur has always looked beyond sales as the reason for its existence. It has never demanded any sales quotas from its advisors nor demanded any production quotas. We have always emphasized holistic development of our advisors in three very important areas of personal growth, namely: Mental Growth, Spiritual Growth and Physical Growth. We believe that when an advisor is mindful of these areas of growth and development, he or she will truly adds value to the industry and brings about positive changes.
Ascendur SDN BHD is a licensed Investment Advisers (License number 56311 8-W) by Securities Commission and a licensed Financial Advisers by Bank Negara Malaysia to provide wealth management planning services and has offices in Kuala Lumpur, Malaysia.
Focusing on providing innovative solutions to the financial services and wealth management community, SENTRYi Marketing Pte Ltd was established in Singapore in Dec 2004, by a group of executives from both the IT and wealth management industries.
SENTRYi innovative solutions, the PORTFOLIO DESIGNER and MANAGEMENT PLATFORM have been installed in leading global advisories and have proven to add tangible, measurable value to clients, advisors and practice owners by adding transparency, compliance and processing efficiencies.
SENTRYi solutions are sold via direct sales, web and strategic partners globally. The SENTRYi products support all major investment wrappers and fund based products available for advisors and clients.