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Whale Wealth Management Platform

Whale - Your comprehensive multi-asset wealth management platform, offers seamless connectivity to both custodian and investment banks. Tailored for wealth managers, family offices, and high-net-worth individuals (HNWIs), Whale ensures a robust and efficient management of your wealth management processes and multiple assets in your portfolios.
Services
Your One-stop Wealth Management Platform
Customer Relationship Management (CRM)
Whale CRM is designed to assist you in managing your client’s relationships from prospecting and onboarding to ongoing management of your client’s relationships and portfolios, while ensuring compliance with the current AML/KYC regulatory landscape.
Asset Aggregation
Eliminate delays and manual data entry with Whale, which integrates with your banks, allowing access to your financial information anytime and anywhere. This timely consolidated view of portfolios enables you to make optimal financial decisions.
Advisory & Product
With a meticulously designed product and advisory idea catalogue, wealth managers can now easily access to and distribute exclusive insights of all advisory ideas and research at their fingertips.
Order & Portfolio Management
Execute single or bulk orders through our connectivity with the banks, performing pre-trade checks aligned with customizable compliance and risk rules. You can evaluate your portfolio’s performance and manage your investment risks with our portfolio health indicators.
Derivatives Suite
Simulate, price and trade a diverse range of equity-based and FX-based structured products and over-the-counter derivatives tailored to your client's needs. Effectively monitor and track your derivatives’ lifecycle events and perform documents managements throughout the post-trade cycle.
Analytics & Reporting
Gain deeper insights into your portfolios with our fully customizable reports and comprehensive analytics.
Connectivity
Whale's Financial Ecosystem - We connect, you manage
Bridging the financial world through our secure digital connectivity, we seamlessly connect with banks, custodians, counterparties, data and service providers, allowing you to focus on managing your portfolios and wealth more efficiently.
  • Web and Mobile AccessibilityClients and wealth managers can conveniently access Whale through both our web platform and mobile app, which are meticulously designed to be fully accessible. This ensures an inclusive, user-friendly, and seamless experience for all users, enabling them to manage their financial portfolios with ease and confidence.
  • Private Banks and Investment BanksWhale offers seamless connectivity with leading private banks and investment banks, providing clients with integrated access to a broad range of investment recommendations and services. This connectivity enables streamlined management of assets, efficient execution of trades, and access to market insights and portfolio performance. By bridging these financial institutions, we ensure that clients benefit from comprehensive financial strategies and a unified view of their wealth, enhancing their ability to make informed investment decisions.
  • Trusted Service ProvidersWith a pool of trusted service providers, Whale enables clients direct access to a diverse array of market data, researches and news. This supports informed decision-making and a comprehensive view of market opportunities. By partnering with trustworthy service providers, clients are empowered to confidently navigate the financial landscape and optimize their investment strategies.
How we protect your data

Database Encryption

The database is encrypted on a hardware layer. Inside the database, the sensitive data is encrypted by AES-256 (industry standard). Data transmission between database and user interface (e.g. mobile app and browser) is also encrypted using industry standard.

Contact Us
For securities trading system, please contact:
Email: bd@longbridge.cloudTel: +852 3851 1711
For wealth management solutions, please contact:
Email: wm@longbridge.cloudTel: +65 9297 0216 / +852 3851 1711