Private Wealth Intermediaries
Intelligent Investing For All
Democratise access to institutional-quality investment insight & analytics
Trusted by Global Wealth Intermediaries
In a rapidly fragmenting universe of information and data sources, our solution has become integral to the daily workflow of our users, enabling them to curate, personalize, and collaborate effortlessly
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Why Focus on Private Wealth Now?
We are at the precipice of defining change
$84 trillion dollars will change hands over the next 20 years.
50% of wealth will be in the hands of people under the age of 35.
61% of global wealth will be controlled by retail investors.
Yet, when people inherit money, two-thirds leave their investment provider
Strategic Value We Bring to You
Smartkarma complements a digital-first online wealth experience to drive customer outcomes across the span of their lifecycle
Incentivise Sign-Ups
Complements & enhances existing efforts to drive new customer acquisition
ENGAGE
Drive Asset Growth, Trading
Incentivise growth in customer balances, and higher trading activity
RETAIN
Retain & Differentiate
Offer as a complimentary value-add to premium customers and loyal users
A differentiated, aspirational incentive for the customers you want most
Comprehensive Intelligence Hub
As a private wealth intermediary, you can leverage the richness of our platform to serve your customers better
Data Solutions to Enrich Your Trading Applications
Smartkarma provides proprietary data feeds through APIs to augment your trading applications and enhance your offerings to customers
{ "status_code": 200, "message": "Bulls and Bears found", "data": { "isin": "US2546871060", "name": "The Walt Disney Co", "created_at": "2024-04-02, 05:08:47", "bulls": { "bull1": "Disney has a strong studio arm with unrivaled iconic characters, franchises and a content library that ensures high demand for its streaming services and a competitive edge in creating new movies and shows.", "bull2": "Leveraging its notable intellectual property and diversified portfolio, Disney is expected to benefit from streaming and sports industry tailwinds. Furthermore, Disney's recently reported Q1 results have shown an improvement in group efficiency and a significant narrowing of loss on streaming.", "bull3": "Despite the challenges faced due to COVID-19 pandemic, the allure and unmatchable experiences offered by Disney's parks business remains a consistent profit engine and is expected to continue to outperform." }, "bears": { "bear1": "Linear television will continue to decline. Even if successful, newer revenue sources like direct-to-consumer streaming will never equal the profitability Disney once enjoyed.", "bear2": "Disney now competes with tech companies for major sports rights, who may have incentive to continue driving up prices. Sports remains material to Disney's future, and being forced to pay up for the critical content will depress profits.", "bear3": "Too many streaming platforms now exist, and it's questionable whether consumers will be willing to pay high prices or stick with individual services month in and month out." } } }
Smart Reports
Summary reports on companies based on analyst views & quantitative analysis
Smart Scores
Final scores indicating companies’ outlooks, derived from 5 constituents’ scores—Value, Dividend, Growth, Resilience, and Momentum
WhatsApp Briefs
Market summaries delivered through communication channels periodically
Earnings Alerts
Timely summaries of earnings reports for major companies
Bullish / Bearish Points
3 positive and 3 negative points on a company based on analysts’ views
Fair Value Estimates
Quantitatively-derived Fair Values for companies
Case Studies With Private Wealth Intermediaries
Smartkarma continues to complement intermediaries' offerings and enrich their private wealth segment with market intelligence
Smartkarma empowers CFA Institute members with access to institutional-level investment Insight and financial data with on key global markets
“We are pleased to be working with Smartkarma to offer access to their valuable platform. Smartkarma’s focus on key markets, and their unique independent research network make them a great addition to the Investment Data Alliance.”
Bud Haslett |
Smartkarma provides Maybank’s Trading Representatives and private investor clients access to institutional-quality research to stay on top of key ideas and market-moving deals
“This partnership with Smartkarma will enable MKES to capture the rising private investor interest in smaller-cap names. These unique insights will complement MKES’ award-winning ASEAN Research platform offerings, significantly differentiating MKES’ service offering from discount brokers, as well as other full-service private brokers.”
Aditya Laroia |
Smartkarma provides institutional-quality research & bespoke content solutions for Singlife’s Investment Platform, empowering Financial Advisors, RMs and end-clients to analyse and act on investment insight
“An an early user, this [Smartkarma] has been extremely useful. It’s now my go to place for financial news and analysis.”
Akhil Doegar |
What our Users Say
Hear from industry leaders who trust Smartkarma for actionable intelligence
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