GROW with Singlife, an integrated investment platform under Singlife, has launched its enhanced adviser and client platform, developed in partnership with InvestCloud. This initiative marks a key milestone in GROW’s strategy to scale wealth solutions and elevate the adviser-client experience in Singapore. The upgraded platform aims to empower GROW’s financial adviser representatives with advanced tools for personalized advice, streamlined servicing, and stronger client engagement, aligning with the vision to equip advisers with innovative digital tools for a differentiated wealth planning journey for their clients.
Jonathan Ong, Head of Technology at GROW, stated, “Our focus is to help our advisers deliver comprehensive and personalised insights to connect more deeply with their clients. With the upgraded platform, advisers can offer tailored and reliable service at scale, while clients benefit from a more transparent and seamless experience.”
Designed to optimize the adviser-client journey, the transformed GROW platform leverages InvestCloud’s advanced technology. This enables advisers to streamline client servicing, deliver curated portfolio solutions, and provide access to exclusive investment products. Clients, in turn, are expected to benefit from greater clarity, control, and confidence over their wealth journeys.
Key enhancements on the platform include:
Seamless Client Onboarding: This feature facilitates faster, secure digital onboarding, allowing clients to begin their financial journey with GROW quickly. Account opening is extended to include individuals, families, and companies.
Enhanced Adviser Capabilities: Intuitive dashboards offer client-centric insights and enhanced account management features, providing a holistic view of client relationships, performance tracking, and reporting. A multi-fund switch functionality supports efficient rebalancing and portfolio adjustments.
Personalised Trading Journeys: Streamlined trading processes, an enhanced product centre with fund discovery and comparison tools tailored to customer goals, and expanded mutual fund trading options, from individual funds to regular savings plans.
Jeff Yabuki, Chairman and CEO at InvestCloud, commented, “GROW with Singlife’s intuitive platform is helping advisers seamlessly manage investments while driving high-quality, differentiated financial outcomes for their clients. Our market-leading technology both elevates the client experience and enables advisers to build their business through unique insights and actionable intelligence. We are committed to unlocking the combined power of data and digital transformation, leading to a smarter financial future for clients and advisers.”
GROW with Singlife is an integrated investment platform operating under the Singlife Group, a financial services company. It offers an integrated investment solution combining technology with tailored services, products, insights, tools, and support for advisers to provide financial advice.
InvestCloud is a global wealth technology company focused on the digital transformation of the wealth management industry. It serves a broad array of clients globally, including Wealth and Asset Managers, Wirehouses, Banks, RIAs, and Insurers. Its clients represent more than 40 percent of the $132 trillion of total assets globally. InvestCloud provides personalization and scale across advisory programs, including unified managed accounts (UMA) and separately managed accounts (SMA), and was named a CNBC World’s Top Fintech Company in 2024. The company is headquartered in the United States.
Singlife is a financial services company based in Singapore with operations in the Philippines. It provides a comprehensive suite of insurance products, including life and health, general insurance, investments, employee benefits, and financial advisory solutions. Singlife utilizes an open-architecture distribution model and Singapore’s network of financial advisers. A digital insurtech pioneer, it offers digital solutions through the Singlife App and GROW with Singlife. Singlife is also an insurance provider for various government schemes and a long-term care insurance provider. It is a signatory of the United Nations Principles for Sustainable Insurance and the United Nations-supported Principles for Responsible Investment. Singlife was formed from the merger of Aviva Singapore and Singlife in January 2022 and became a wholly owned subsidiary of Sumitomo Life in 2024. As of December 31, 2024, Singlife had over S$16 billion in assets and holds ratings of “A” by Fitch and “Baa1” by Moody’s. Sumitomo Life, established in 1907, is one of Japan’s largest life insurance companies with over US$300 billion in assets as of March 31, 2025.
