One Family!! One Portfolio!! One View!! SBM Plutus is an intuitive wealth management portal that helps you review wealth across assets, families and distributors. The transparency and personalisation provide you with a clear and accurate picture of your family’s wealth, assets and investments. Should you need any assistance, you can always get expert Wealth Management insights from your dedicated SBM Relationship Director.
One View
Plutus is your very own online wealth portal allowing you to create a multi-dimensional portfolio view across products, assets, family and distributors. Get a holistic view of your investment portfolio.
Transparency
Get a transparent view of your distributors. Compare performances across all your distributors, enabling better portfolio performance review.
Risk Controls
Set up an Investment Policy Statement (IPS) to efficiently manage your investments. Get a bird’s-eye-view of performance attributions for significant risk controls.
Proactive Investment Management
Your SBM Private Relationship Director works with you to proactively manage your investments. Regular alerts about any deviations in your portfolio allows your Relationship Director to stay on top of your investments.
Interactive Analytics
Our highly advanced in-depth analytics help you with portfolio consolidation and performance update.
We extend our Wealth Management portal to our SBM Private clients.
We are committed to assisting you in your Wealth Management journey. Our Private Relationship Directors with 10+ years of experience in Wealth Management empower you to explore SBM Plutus and experience its benefits.
SBM Private customers can access SBM Plutus by logging into their Net Banking platform.
With Plutus, you can enjoy a consolidated view of your investment portfolio and manage it proactively. This online investment platform provides comparative performance analysis of your wealth across assets, families and distributors.
An IPS is a financial document used by financial advisors to outline investment guidelines to help manage your investment portfolio. It details how your financial advisor will make investment decisions that will eventually help grow your wealth.
The SBM Plutus investment platform provides you with performance attribution which explains why the performance of your portfolio varies from the benchmark. Additionally, your Relationship Director will receive alerts when there are deviations in your portfolio. This way, you can take appropriate measures to minimise the potential risks. You can also manage your investments from time to time, by setting up an IPS.
