Endowus vs AutoWealth

Tens of thousands of clients invest and grow their savings with Endowus, in globally diversified portfolios at low cost. Start your financial journey with Endowus, and invest and grow your wealth all through the Endowus app. Build a personalised financial plan with Endowus to help you reach your wealth goals. Choose from a curated list of low-cost, best-in-class institutional funds managed by the world’s top fund managers. WHO WE ARE Endowus is Asia’s leading independent digital wealth platform. With entities licensed by the Monetary Authority of Singapore, and Securities and Futures Commission of Hong Kong, Endowus is the first digital advisor in the region to span personal savings, private wealth and public pension (CPF & SRS in Singapore), helping investors grow their money with expert advice and access to institutional financial solutions at low and fair fees, through a personalised digital wealth experience. Founded in 2017, Endowus has raised a total of US$95 million in funding from investors including global banks, venture capital firms, and some of the largest Family Offices in Asia. Endowus’ leadership and growth have been recognised by the industry and it has attained numerous awards including, Singapore’s Best Digital Wealth Management, Singapore’s Best Digital Wealth Management Experience (The Asset Triple A Digital Awards 2023), Endowus is also among the firms named in the World Economic Forum’s Technology Pioneers 2023. WHY INVEST WITH US Seamless digital investing experience: We have refreshed the Endowus app experience that is focused on greater personalisation, automation, and intuitiveness for you, as our valued client. Greater access to the best: We provide retail, accredited and professional investors with institutional access to leading global fund managers with expertise, scale and real, proven track records in implementing their investment strategies successfully over time. Qualified, expert advice: We carefully consider various aspects of your personal and financial circumstances to help you craft personalised financial plans and a path to reaching them. Speak to our client experience team for us to guide you through our platform. Fairer fees: We charge a low, all-in access fee, with no hidden charges. We also provide a 100% Cashback on trailer fees with full transparency and no conflict of interest. KEY FEATURES (Availability of features may vary based on geography.) > Goal-Based Investing: Achieve your financial dreams effortlessly. The Endowus app recommends investment solutions to suit your goals, simplifying your journey into the world of investing. > DIY Investment Selection: Explore top-tier funds with ease. Access lower cost institutional share class options for optimal returns. > Auto Rebalancing & Monitoring: Let us do the work. Our technology automates portfolio management, ensuring your investments are consistently aligned with your goals. (Only available in SG) > 100% Cashback: Enjoy unparalleled savings. Receive 100% Cashback on trailer commissions, maximising your potential returns. > Unit Trust Transfer: Transitioning is effortless. Move your existing unit trusts seamlessly to Endowus for a comprehensive investment experience. > Multi-Currency Flexibility: Think globally. Invest in multiple currencies to diversify your portfolio and explore international opportunities. GET IN TOUCH Clients love us for our digital wealth platform and our personalised human touch. Schedule a call with our team of licensed wealth experts to learn about financial planning, or just to find out more about us: For Singapore users, please contact Endowus Singapore Pte Ltd: - WhatsApp at +65 3129 0038 - Email at support@endowus.com For Hong Kong users, please contact Endowus HK Ltd: - WhatsApp at +852 3018 8978 - Email at support.hk@endowus.com By downloading this app, you acknowledge that you are a resident in Singapore/Hong Kong, excluding U.S. Persons.

AutoWealth: Smarter way to invest About this app Fully automated investing at 1⁄4 fees so you can have more wealth & time for things that matter. Just a portfolio with AutoWealth, you own more than 10,000 stocks and 600 government bonds diversified across US, Europe, Asia Pacific and Emerging Markets, span across all major industries. Unlike investing through complex, discretionary investment strategies, you are always in control of your investments at AutoWealth. Why AutoWealth? 1) Cost-efficient diversification: "Never put all your eggs into one basket". AutoWealth portfolios are more defensive against market turmoils than a portfolio that is concentrated in only one asset class (e.g. stocks). Diversification is also done cost-efficiently through index-tracking ETFs with low underlying management fees. 2) Our commitment to you: All clients will be assigned a friendly wealth manager for support and advice throughout their investment journey with AutoWealth. 3) Safeguards and Protection: Your assets and monies will be held in a legally segregated custody account held under your name. Only you will have legal claims on your assets and monies in all circumstances. Enjoy a simple, better life with AutoWealth! Visit https://www.autowealth.sg 1) Click “Get Started”, get your investor profile via a concise questionnaire 2) Review our investment recommendations 3) Start an account and monitor your portfolio 24/7 AutoWealth is licensed and regulated by Monetary Authority of Singapore (MAS). MAS Licence No.: FA100064-1 AutoWealth is a portfolio company of NUS Enterprise Singapore. Located at 21 Heng Mui Keng Terrace, The Hangar, iCube Building #01-01, National University of Singapore, Singapore 119613 Please contact clientservices@autowealth.sg or call us at +65 6777 7249/+65 8128 9400 (Monday – Friday, 10:00 am – 6:00 pm)