TradingFront, the asset management platform developed by Tiger Brokers, has released a range of AI-enhanced tools designed to support financial advisers and external asset managers in their portfolio management and client engagement efforts.
The new features on TradingFront are aimed at helping advisers make better-informed decisions, identify business growth opportunities, and offer a more precise level of client service. This launch comes amid a rapidly changing wealth management landscape, characterised in part by the ongoing Great Wealth Transfer highlighted in Capgemini's World Wealth Report 2024, which points to record levels of high-net-worth individual (HNWI) wealth, particularly within the Asia-Pacific region.
TradingFront's developments have been pitched as a response to increasing pressures on advisers to deliver greater personalisation, deeper understanding of client needs, and stronger relationships within the wealth management sector. The toolkit is designed to give independent advisers and family offices access to institutional-level capabilities while reducing costs and complexity typically seen in private banking environments.
Tools and features
Among the core enhancements is TradingFront AI, a tool that offers advisers instant insights into portfolio performance, risk exposure, and asset allocation on a per-client basis. The system highlights market-sensitive updates, provides macroeconomic perspectives, and recommends actionable next steps, enabling advisers to react promptly to changing conditions. Metrics such as volatility and Sharpe ratios are included within the tool, simplifying complex data and enabling more transparent communication with clients.
Another new feature is the Multiple Quotes capability for structured notes, which allows advisers to compare different structured note options across underlyings, parameters, and issuers. This system offers real-time quotations from over ten issuers and incorporates a proprietary win-rate report that estimates the likelihood of positive outcomes for each product. The interface has been designed to streamline both the pricing and ongoing management of structured notes within client portfolios.
TradingFront has also added the Adviser Turbo Sales Tracker, a dashboard intended to help managers and advisers monitor client growth metrics in real time. The dashboard tracks categories such as monthly and new accounts, assets under advisory segmented by product type, and net sales over custom periods. Managers benefit from the ability to monitor team performance and export reports, which reduces administrative tasks associated with tracking business progress.
Product range and analytics
TradingFront's expanded offering now encompasses a broad range of investment products. These include various structured products such as Fixed Coupon Notes, Sharkfin, and Step-Down Notes, as well as access to equities, exchange-traded funds, bonds, options, futures, and Unit Trusts. The addition of Tiger Vault enables access to a mix of highly liquid money market funds, further diversifying the platform's reach.
According to Tiger Brokers, the enhancements allow advisers to execute complex, multi-asset investment strategies with increased accuracy and scale, combining AI analytics with expanded product access.
Growth data
The company reports that these products and platform enhancements have coincided with measurable growth. In 2024, assets under custody on the platform reportedly doubled year-over-year. Additionally, there was a 52% year-over-year increase in registered financial adviser users, alongside a 176% increase in end-clients.
TradingFront attributes this rapid growth to its continued expansion of institutional partnerships and its focus on providing tools to support business growth, trade execution efficiency, and portfolio management.
Industry perspective
Xu Yang, Global Partner of Tiger Brokers and Head of Asset Management, shares "Beyond access, we empower clients with data-driven insights and personalised support to build wealth strategies that reflect their values. Our technology allows for greater transparency and customisation, enabling clients and their advisers to track the social and environmental outcomes of their portfolios alongside financial performance. As more next-gen investors seek to make a difference with their capital, we are committed to providing the tools and guidance that help them turn intent into meaningful, measurable impact."
Tiger Brokers highlights its foundation in brokerage, corporate services, online processes, trading functions, and global investment solutions, with its latest AI options meant to enhance both efficiency and strategic client engagement for institutional partners.
The company maintains the platform is supported by a team experienced in both business and financial services, and says the upgrades are designed to increase the effectiveness of asset management operations and engagement with end clients.
