Value proposition

Dragon Wealth offers the world’s first ‘marketing in a box’ designed specifically for financial advisors to connect more easily and more often to new and current investors.

Dragon Wealth’s one stop online marketing shop includes FAConnect - an app connecting FAs to current and new investors, featuring a suite of automated, tailored marketing campaigns targeting new and current investors, and INVESTO - an app for investors which provides 24/7 access to their portfolio, news and new products, and importantly connects investors to financial advisors in a way that saves time and money.

As Asia’s new business accelerator for the financial advisory industry, multi-award winning Dragon Wealth has been hailed as the leading technology for the rapidly-expanding Asian financial advisory. Its technology is helping the 250,000 financial advisors in AsiaPac to increase sales and acquire more investors.

Social Wealth Management Advice, Advice that Matters, Cloud Computing, Big Data and Client Analytics, and Digital Wealth Management