Your goals and dreams are within REACH.
REACH offers a seamless experience that helps you build stronger relationships with your investors and grow your business faster. REACH is an iPad app that increases productivity and efficiency, from account opening and document processing to accessing investor account information.
By having everything in one place, you are well-equipped with comprehensive information about your customers’ portfolios, the status of their investment applications or transactions and more. Investment rules are in-built to save time and minimise errors, allowing you to focus on REACHing your targets and fulfilling the needs of your investors.
Here, you’ll be able to perform onboarding and top-up transactions relating to:
Unit trusts
Private retirement schemes
Kenanga Actively Managed Portfolios Plus
Selected third-party funds offered by Kenanga Investors’ established product partners
For a holistic asset and wealth management experience, REACH out today.
Please contact your servicing business development manager or visit www.kenangainvestors.com.my for enquiries.
Disclaimer: Past performance is not indicative of future performance.