FAME (“Financial Access Made Easy”) is an integrated online investment platform from FAME Platform Sdn Bhd which is part of PhillipCapital Group Malaysia. The platform was first launched in year 2005 to seamlessly connect our business partners such as agents, financial planning firms and financial institutions with their clients to a wide variety of assets including units trusts, equities, ETFs and more. The FAME platform caters the ability to be white-labelled and have all investment assets of each client to be monitored under a single account.

In the investment part of financial planning, it is generally a top-down approach where an investment portfolio of a client is decided based on factors such as investment objectives, risk appetites and investment horizons of clients. From there, a financial planner is able to narrow down into suitable asset allocations into different asset classes, geographical regions and sectors etc. This provides the benefit of diversification where the assets of a client is spread across and not concentration in a specific asset, region or sector.

For most portfolios over a period of time as the market progresses, the allocations of balanced portfolios will eventually become imbalanced due to gains or losses in different assets. To counteract this, financial planners will perform a rebalancing to alter the proportion assets back to the original allocation in client’s financial plan.

Under the traditional model, it would be a challenge to financial planners to perform such rebalancing as it requires an immense amount of administration work to handle businesses directly with each provider. Each provider would have their own forms, procedures and SOPs. With the help of a platform such as FAME, it would help to streamline the process.

In addition to benefits such as a unified transaction form and procedure, financial planners as well as clients are able to enjoy the ease of managing and monitoring their portfolios in a single glance without the need to navigate across platforms. This way, financial planner will be able to work in a more efficient manner and better assist their clients.

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