ACSIS — Engage

FUTURE-PROOF
YOUR FINANCIAL ADVISORY CAREER
WITH SINGAPORE'S LARGEST IFA

Do you face these problems?

Lack of Support from Firm/ Manager

Case Submission is Manual and Tedious

Limited Financial Solutions For Clients

No Product Comparison Support

Lack of Proper Training and Coaching from Firm/Manager

Rely on Traditional Marketing for Lead Generation

Zero Break-through in Business

If you do, we have the means to help you overcome them!

The Digital Shift In The Financial Advisory Industry

Ever since the onset of the global pandemic, all industries including financial advisory has had to adapt and evolve rapidly.

For example, face-to-face interaction is becoming less convenient.

Hence, financial advisers need to become digitally savvy quickly.

In this regard, Financial Alliance was an early leader in digital transformation since 2005 with the launch of iBOSS Client Management System.

After 17 years of systems development and continuous improvement, Financial Alliance released its fully integrated *ACSIS Eco-system to its financial adviser community in early 2022.

In addition, consumers are becoming increasingly sophisticated and self-educated.

Today, through the internet, they are able to directly review and evaluate financial and wealth accumulation solutions.

To this end, being the largest IFA firm in Singapore, Financial Alliance with its wide selection of financial and wealth accumulation products, is poised to meet the needs of this segment of consumers.

Footnote:

*ACSIS Eco-system – Acquire, Connect & Convert, Solution Implementation, and Servicing

Looking for Effective 
Lead Generation 
Strategies?

Financial Alliance’s ACSIS Eco-system comprises a multi-step approach to generate leads. Among them are “ELEVATE” and “ENGAGE”.

ACSIS — Engage

We Provide You with a Personal Online Web Portal

ENGAGE” is our very own Consultant Personal Web Portal which helps to increase your visibility and outreach in cyberspace.

ACSIS — Engage

We Provide Digital Marketing Training to You

The “ELEVATE Learn & Grow Series” equip our Consultants with the knowledge and toolsets to succeed in the hybrid world. Our Inhouse Learning & Development Training Program on Digital Marketing is a cornerstone of the Series.

ACSIS — Engage

We Conduct Weekly Webinar to Help You Value Add to Your Clients

The “ELEVATE Webinar Series” comprises webinars by our inhouse experts and financial practitioners. They boost our clients’ financial literacy and increase their financial capability. Webinars have been adopted as a form of digital engagement with our clients and a lead generation strategy since the start of pandemic. We have since attracted over 10,000 attendees.

Are You Tied To A Single Provider And Find Your Business Opportunities Restricted?

Having access to over 1,000 solutions, you can offer comprehensive financial plans to your clients.

If you would like to be regarded as a financial consultant who is impartial in dispensing financial advice, then perhaps an independent financial advisory firm like Financial Alliance will be the place you can thrive in.

9

Estate Planning Partners

5

Investment Platforms

17

Life Insurance Partners

16

Bank Loan Partners

34

General Insurance Partners

69

Assets Management Companies

  1. AIA Singapore Pte Ltd
  2. AXA Insurance Pte Ltd
  3. China Life Insurance (S’pore) Pte Ltd
  4. China Taiping Insurance (S’pore) Pte Ltd
  5. Etiqa Insurance Pte Ltd
  6. Friends Provident International (S’pore Branch)
  7. FWD Singapore Pte Ltd
  8. HSBC Insurance (S’pore) Pte Ltd
  9. Life Insurance Corporation (Singapore) Pte Ltd
  1. Manulife (Singapore) Pte Ltd
  2. NTUC Income Insurance Co-Operative Ltd
  3. Raffles Health Insurance Pte Ltd
  4. Singapore Life Ltd
  5. Swiss Life (S’pore) Pte Ltd
  6. Tokio Marine Life Insurance S’pore Ltd
  7. Transamerica Life (Bermuda) Ltd
  8. Utmost Worldwide Limited (S’pore Branch)
  1. Aetna Insurance (Singapore) Pte Ltd.
  2. AIG Asia Pacific Insurance Pte Ltd
  3. Allianz Global Corporate & Specialty (AGCS)
  4. Allianz Insurance Singapore Pte Ltd
  5. Allied World Assurance Company, Ltd (Singapore)
  6. AIA Singapore Pte Ltd
  7. AXA Insurance Pte Ltd
  8. Berkshire Hathaway Specialty Insurance Company
  9. China Taiping Insurance (Singapore) Pte Ltd
  10. Chubb Insurance Singapore Limited
  11. CIGNA International
  12. Delta Underwriting Pte Ltd
  13. Direct Asia Insurance (Singapore) Pte Ltd
  14. ECICS Limited
  15. EQ Insurance Company Ltd
  16. ERGO Insurance Pte Ltd
  17. Etiqa Insurance Pte Ltd
  18. Great American Insurance Company
  19. Great Eastern Life Assurance Co. Ltd
  20. Great Eastern General Insurance Limited
  21. HL Assurance Pte Ltd
  22. India International Insurance Pte Ltd
  23. Liberty Insurance Pte Ltd
  24. Lonpac Insurance Bhd
  25. MS First Capital Insurance Ltd
  26. MSIG Insurance (S’pore) Pte Ltd
  27. NTUC Income Insurance Co-Operative Ltd
  28. QBE Insurance (International) Ltd
  29. Raffles Health Insurance Pte Ltd
  30. Singapore Life Ltd
  31. Sompo Insurance Singapore Pte Ltd
  32. Tokio Marine Insurance Singapore Ltd
  33. Tokio Marine Life Singapore Ltd
  34. Zurich Insurance Co Limited

Investment Platforms

  1. Havenport Investments Pte. Ltd.
  2. iFAST Financial
  3. Navigator Investment Services Ltd
  1. Phillip Securities Pte Ltd
  2. UOB Kay Hian

 

Fund Houses

  1. Abrdn Asia Limited
  2. AllianceBernstein (Singapore) Ltd
  3. Allianz Global Investors Singapore Ltd
  4. Alquity Investment Management Limited
  5. Amundi Singapore Limited
  6. AR Capital Pte Ltd
  7. Arabesque Asset Management
  8. Aviva Investors Asia Pte Ltd
  9. AXA Investment Managers Asia (Singapore) Ltd
  10. BIMB Investment Management Bhd
  11. BlackRock (Singapore) Limited
  12. BNP Paribas Asset Management – BNPP Funds & Paribas A
  13. BNY Mellon Investment Management Singapore Pte Limited
  14. Canaccord Genuity Wealth (International) Limited
  15. Columbia Threadneedle Investments (Lux)
  16. Credit Suisse Fund Services (Luxembourg) S.A.
  17. Dimensional Fund Advisors Ltd
  18. Duxton Asset Management Pte Ltd
  19. DWS Investments S.A.
  20. Eastspring Investments (Singapore) Limited
  21. EFG Asset Management
  22. Eurizon Capital S.A.
  23. Fidelity International
  24. First Degree Global Management Pte Ltd 
  25. First Sentier Investors (Singapore)
  26. Franklin Templeton Investments
  27. Fullerton Fund Management Company Ltd
  28. Fundsmith LLP SICAV
  29. Goldman Sachs Asset Management Fund Services Limited
  30. HSBC Global Asset Management (Singapore) Limited
  31. iFAST Fund Management
  32. Invesco Asset Management Asia Limited
  33. J.P. Morgan Asset Management
  34. Janus Henderson Investors – Capital Funds SICAV
  35. Jupiter Asset Management (Asia) Pte Ltd
  36. Kotak Mahindra (UK) Limited
  37. Legg Mason Asset Management Singapore Pte Ltd
  38. Lion Global Investors Limited
  39. Man Investments Limited
  40. Manulife Asset Management (Singapore) Pte Ltd
  41. Matthews Asia Funds
  42. Maybank Asset Management Singapore Pte Ltd
  43. Mirae Asset Global Investments (Hong Kong) Ltd
  44. Momentum Global Investment Management
  45. Montreux Capital Management (UK)
  46. Natixis Investment Managers (Natixis IF Luxembourg)
  47. Neuberger Berman – Retail Funds
  48. Nikko Asset Management Asia Limited
  49. NN Investment Partners
  50. PC Asset Management Limited (FundBPO HK Ltd)
  51. PIMCO Funds: Global Investors Series plc
  52. Phillip Capital Management
  53. PineBridge Investments Singapore Limited
  54. Prime Asia Asset Management Pte Ltd
  55. Principal Asset Management (S) Pte Ltd
  56. Principal Islamic Asset Management Sdn Bhd
  57. RHB Asset Management Pte Ltd – Retail Funds
  58. Robeco
  59. Schroder Investment Management
  60. Superfund Financial (Hong Kong) Ltd
  61. Swaen Capital Pte Ltd
  62. Swiss Asia Holdings Pte Ltd
  63. UBS Asset Management (Singapore) Ltd
  64. UOB Asset Management
  65. UTI International (Singapore) Pte Ltd
  66. Value Partners Asset Management Singapore Pte Ltd
  67. Vanguard Investments Singapore Pte Ltd
  68. Wells Fargo Funds Management LLC
  69. Zeal Asset Management Limited
  1. Absolute Trust & Estate Pte Ltd
  2. Barakah Capital Planners Pte Ltd
  3. Falco Heritage Pte Ltd
  4. Kensington Trust Group
  5. Metis Global (Singapore) Pte Ltd
  6. Precepts Legacy Pte Ltd
  7. Vistra Trust (Singapore) Pte Limited
  8. Characterist LLP
  9. Chris Chong & CT Ho LLP

LIME – Life Insurance Business Made Easy, a proprietary portal within the ACSIS Eco-system that organizes all the life insurance products in an orderly manner to help consultants find suitable products that fit clients’ needs. All the life insurance products that we carry are carefully categorised in different plan types for meaningful comparison. With just a few clicks, consultants will have a product comparison summary at their disposal.

How is an "Independent" Financial Advisory Firm Different From Tied Agencies and Other Financial Advisory Firms?

According to Monetary Authority of Singapore’s (“MAS”) strict guidelines, FA firms can only use the term “independent” to describe itself and its services if:

It does not receive any commission or other benefit from a product provider which may create product bias and does not pay any commission to or confer other benefit upon its representatives which may create product bias.

It operates free from any direct or indirect restriction relating to any investment product which is recommended.

It operates without any conflict of interest created by any connection to or association with any product provider.

Our Achievements

Established as an Independent Financial Advisory (“IFA”)Firm 20 years ago, Financial Alliance is now Singapore’s largest IFA.
ACSIS — Engage
0
Years of Excellence
0
Financial Consultants
0
Satisfied Clients
$ 1 Billion
Asset under Advice

ACSIS Webinar

Explore the future-proofed success eco-system with the Largest IFA Firm in Singapore

Join our short 2-hour session to learn first-hand how our consultants find success through us, and how YOU can accomplish the same.

Future-proof your Financial Advisory Career in the Digital World.

See you there!

Reserve Your Seat Now

Future-proof your Financial Advisory Career in the Digital World

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Contact Number
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By clicking “Submit” above, you consent to our Terms of Service, Privacy Policy, and consent to receive automated calls/texts from Financial Alliance Pte. Ltd. Consent is not a condition of any solicitation of services.

What You Will Gain From This Webinar

Founder’s Insight in building a successful financial advisory practice in the Digital Era

How the ACSIS Eco-system transforms our Financial Consultants in the next leap of their Financial Advisory Career

A sneak peek of our Digital Tools in the ACSIS Eco-system

Presenters:

ACSIS — Engage

Mr Vincent Ee

Managing Director & Co-founder of Financial Alliance Pte Ltd

Vincent has 32 years of experience in the financial services industry. He took a major leap in 2002 to transform Financial Alliance from scratch to become one of the most innovative, widely respected and well-balanced Independent Financial Advisory (“IFA”) firms in Singapore today.

In these 20 years, as the CEO and Principal Officer of Financial Alliance, Vincent has devoted his efforts to develop the company as an IFA firm that empowers financial consultants to offer unbiased and independent financial advice. Starting with 5 financial consultants back in 2002, Financial Alliance is now a leading IFA firm with more than 400 financial consultants and support staff.

Vincent is an active Exco member of the Association of Financial Advisers Singapore (“AFAS”). He was Vice President of AFAS from 2011 to 2013, and President for two terms from 2013 to 2017. Throughout these years, Vincent has actively helped the industry implement regulatory changes and institute relevant industry practices. As a key industry leader, Vincent engages the Monetary Authority of Singapore (“MAS”) regularly and is pivotal in raising Singapore’s financial advisory industry to the level it is today.

Mr KL Tang

Director of Business Development Department

Tang has been involved in the financial services industry in Malaysia and Singapore since 1995. He has vast experience working with leading financial advisory firms in Malaysia, Singapore, and Australia in the Independent financial advisory (IFA) model. Tang is based in Singapore and currently the Head of Business Development of Financial Alliance Singapore responsible for the revenue growth of the company. He also successfully launched FA Advisory Sdn Bhd in 2014 and has been appointed to the board of directors since then.

ACSIS — Engage
ACSIS — Engage

Mr Tony Ong

Director of FAR Development

Tony is married to ONE wife and has three adult children. He has been in the financial advisory business for more than 30 years playing roles such as CEO, Director for Operation & Training. He holds the designation of Chartered Financial Consultant, Chartered Mortgage Analyst and an Associate of Estate Planning Practitioner. He is a NeverTiree. He started running marathon at age 50 and has since completed 13 full marathons.

Here’s what our financial consultants who switched to Financial Alliance are saying.

Check out 4 of many success stories in Financial Alliance

John Dasson
The independent unbiased advisory model serves to meet clients’ needs first and to always look for the best solution for them.  

My greatest fulfilment is the ability to give unbiased good advice to the clients and not being restricted in a corporate life.
John Dasson
Wealth Advisory Director
Lisa Ling
Financial Alliance's specially designed program for new joiners has shortened my whole learning curve tremendously.  

The role as a financial consultant also allows me to enjoy the flexibility of work and having better work life balance.
Lisa Ling
Financial Advisory Manager
melissa peng
Being a financial consultant has given me great fulfilment as I have made a difference in my clients’ lives.   

In a big family where our consultants are always so willing to share their expertise with one another has sped up my learning curve and caused me to have breakthroughs in the last 5 years.
Melissa Peng
Senior Financial Advisory Manager
Olivia
Financial Alliance has a culture of putting priority on clients' interests and a culture of sharing and mutual support which are much aligned with my own personal values.   

My learning curve for the financial industry would have been much steeper if not for Financial Alliance's productivity apps, FinTech capabilities and robust support from the Wealth Management Team.
Olivia Li
Financial Advisory Manager

Here’s what our financial consultants who switched to Financial Alliance are saying

Case Study #1: Ms Joey Wu, Associate Director, former tied agent for 5 years

I chose to join Financial Alliance so that I can offer a comprehensive suite of financial solutions to my clients.

When the Pandemic hit, I appreciate Financial Alliance’s robust IT systems and strong Backoffice support which allows us to conduct our business safely and effectively. The system has made applications and business transactions seamless during the pandemic.

Case Study #2: Chenise Lim, Wealth Advisory Director for over 20 years

I chose to join Financial Alliance so as to provide independent advice and tailor-made financial solutions for clients at their pace instead of chasing KPIs in the corporate world is why I chose this industry.

In Financial Alliance, she found the perfect nurturing environment to learn meaning new skills i.e. Digital Marketing.

Case Study #3: Melissa Peng, Financial Advisory Manager for over 5 years

Introverted, introspective and inexperienced, Melissa took a big leap of faith to join the financial advisory industry. Driven by her sheer will to dive deep into financial planning to benefit her family and friends, she forged a successful career for herself within a few short years.

Our company is like a big family where consultants are always willing to share their expertise with one another. This has sped up my learning curve and caused her to have breakthrough in the last 5 years. 

Ready To Accelerate Your Career Progression?

Join Financial Alliance, the Largest IFA Firm in Singapore and take your career to new heights!

*By providing the info, I confirm that I am the user and/or subscriber of the telephone number(s) provided by me and I consent to receive from Financial Alliance and/or its financial adviser representatives, any marketing, advertising and promotional information, other than that relating to future events organised by Financial Alliance via voice calls, SMS/MMS (text messages) or faxes to my telephone number(s) provided above. I understand I may withdraw any consent I have given at any time by writing in to Financial Alliance Pte Ltd.

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