Best IAM/MFO Solution
EasyView
Best IAM/MFO Solution
Xiaohong Yang
product owner
We are incredibly proud to win Best IAM/MFO Solution for the second consecutive year! This award validates our team’s deep expertise and the power of our CRM system to meet the evolving needs of the industry.
This year alone, we have seen a record number of subscriptions, driving us to create even more tailored and innovative features for IAMs and MFOs. Our enhanced compliance module in Hong Kong and our successful launch in Singapore have allowed us to refine our system to meet diverse regulatory requirements, ensuring our clients can operate efficiently and remain fully compliant.
We are committed to continuous improvement and delivering exceptional value to our clients.
What was behind the judges’ decision?
- EasyView consolidates the majority of IAM/MFO daily operations, from portfolio management, trading, compliance and reporting, into a single, secure platform, streamlining collaboration across teams and freeing up relationship managers to prioritise client engagement.
- The platform’s AI-powered modules, including generative AI for know your customer (KYC) and advanced suitability checks, automate compliance and risk management, saving time for both clients and advisors while enhancing regulatory adherence.
- With FIX connectivity to over 25 custodians and private banks, and flexible data aggregation methods, EasyView delivers real-time, comprehensive asset visibility and reporting, supporting rapid AUM growth and superior client service for Asia’s leading IAMs and family offices.
What we said
“EasyView’s all-in-one digital platform is transforming the independent asset manager and multi-family office landscape in Asia, once again earning it the Best IAM/MFO Solution,” said the Asian Private Banker judging panel at the Technology Awards 2024.
“By seamlessly integrating portfolio management, order execution, compliance, and client reporting, EasyView empowers wealth managers to scale assets, boost profitability, and elevate client service. Its robust, enterprise-grade CRM centralises daily workflows across front, middle, and back office, enabling relationship managers to focus on client relationships while ensuring data quality, security, and regulatory compliance.
“With advanced AI-driven features, FIX connectivity to leading private banks, and unrivalled flexibility in data aggregation, EasyView stands out as the preferred technology partner for independent asset managers and family offices seeking operational excellence and sustainable growth in today’s fast-evolving wealth management environment.”
Contact Us
All awards related enquiries to
[email protected]
+852 8191 7196
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