Endowus vs Infinity i

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.

Introducing the i-NITIATE® Client App – your digital companion for managing your financial life with ease. Tailored exclusively for the Infinity FA clients, from tracking your portfolio to earning exclusive savings and rewards, i-NITIATE® keeps you in control and ahead of the game. Why i-NITIATE®? Exclusive for Infinity FA Clients i-NITIATE® is crafted with you in mind. With this app, we equip our clients to achieve their financial goals with confidence, making your financial journey simpler, more secure, and highly rewarding for you. Comprehensive Financial Management Manage your investments, access insightful updates, and stay on top of your financial goals all from one intuitive platform. With i-NITIATE®, you get a complete view of your financial landscape with just a few taps. Rewarding Experience Earn rewards as you engage with the app! From logging in to attending seminars and referring friends, every interaction earns you Infinity Points that you can redeem for exciting rewards. Plus, experience Infinity FA exclusive deals and savings with our partners. Key Features Instant Access Dive into your policies, financial details, and meeting notes with ease. Everything you need is in one spot, simplifying your financial management. Claims & Seminars File claims and register for exclusive seminars effortlessly, making your financial tasks smoother and more accessible. Exclusive Partnerships Unlock additional value with high-yield savings accounts and premium financial services. Benefit from our exclusive partnerships and enjoy top-tier savings and financial growth opportunities. Enquire Shortfall Identify gaps in your coverage and get tailored recommendations to ensure you’re always prepared. Infinity Reward Points Rack up points with every action you take, from logging in to referring friends. Redeem your points for fantastic rewards! Gamification Enjoy financial management with a twist! Play Coin Frenzy to earn points and compete for monthly prizes on our Monthly Leaderboard! Exclusive Insights Access personalised financial tips and market insights tailored to your needs. Stay ahead with the latest trends and advice. Timely Alerts Receive friendly reminders and notifications to ensure you never miss important updates or deadlines. MyAdvisor Leave reviews, send referrals, and manage your advisor interactions all from within the app. Rewards and Bonuses - Login Bonus: Start strong with 500 points just for logging in for the first time. - Referral Points: Invite friends and earn 500 points for each successful referral. - Seminar Participation: Gain 500 points for attending exclusive seminars. - Bring a Friend: Invite a friend to a seminar and earn an additional 500 points. Financial Portfolio Management Get a comprehensive view of your financial policies, payment deadlines, and overall premiums. Our intuitive interface makes it easy to manage your finances efficiently. Coin Frenzy Game Make financial management fun with Coin Frenzy! Score points in quick gameplay and compete for monthly prizes like AirPods Pro. Check the leaderboard each month to see if you’re a winner! Feedback and Referrals Easily leave reviews and share your advisor’s contact with friends. Your feedback helps us improve and ensures your network can benefit from our services too. Educational Insights Stay informed with the latest financial news, market trends, and expert advice. Access educational articles and tailored tips to enhance your financial knowledge. Download i-INITIATE® today and transform the way you manage your finances. With our app, you’re not just managing your wealth – you’re maximising it, rewarding yourself, and staying ahead of the game. Welcome to a smarter, more rewarding financial experience!