The innovation and ventures unit of Customary Chartered has joined forces with asset supervisor Franklin Templeton to launch a “wealth, well being and way of life” shopper platform in Singapore.
Autumn’s cell app helps customers to attain monetary readability by combining their banking, funding, insurance coverage and healthcare information right into a single dashboard. Customers can plan for his or her monetary future utilizing personalised aspirations and objectives, state of affairs analyses and portfolio stress testing earlier than executing their plan by transacting throughout a number of product suppliers and asset lessons.
Franklin Templeton shall be an asset administration associate, offering customers with entry to curated monetary literacy content material. Autumn customers could select to obtain insights on their mannequin portfolio based mostly on their danger profile and their monetary information.
SC Ventures says it can additionally present insights into how a consumer’s way of life decisions will seemingly influence their retirement plans through the use of information from third-party wearable and well being purposes. Autumn may also be bringing way of life companions onboard, together with journey providers and volunteering alternatives.
Plans are underway to roll Autumn out in Hong Kong and different markets in Asia.
Mike Kruger, CEO, Autumn, says: “By combining digital wealth know-how with well being, way of life and monetary wellness, we’ll assist customers undertake more healthy habits and create a retirement that’s personalised for them.”