Technology and Wealth Management

“Good things happen when technology and financial services veterans come together”

Building a better wealth experience and result for consumers

1st Prestige is dedicated to empowering individuals with their money through wealth management supported with “FinTech”, technology applied to financial transactions, products and services. This is achieved by orchestrating cutting edge technology with leading research best practices in wealth management, financial planning, insurance, direct investments – financial services and products. With its technology driven, client-centric, co-branded service 1st Prestige Wealth Management is fundamentally altering – disrupting the traditional financial services landscape.

    • Mobile App and Online Services
    • Introductory Mobile App – online Financial Planning
    • Mobile App and Online Social Media – CRM – supporting prospects and customers
    • Mobile App and Online Account Access – monitoring – transaction management
    • Mobile App and Online Insurance Transactions
    • Mobile App and Online Managed Funds – ETF’s
    • Social Media Marketing Plan and Campaigns
    • Mobile App and Online Client Education, Training, Research, News