Wealth & Asset Management Solutions
Scale your wealth operations without vendor complexity
Portfolio management with asset management SaaS, securities tokenization, and compliance infrastructure. Built for private banks, family offices, and digital wealth platforms serving asset management companies in Singapore, Hong Kong and globally.
The challenge
Five reasons wealth managers choose Aerapass
Global Solutions
Licensed in six major wealth centers
Aerapass is licensed in six major wealth centers, providing a seamless and compliant solution for your clients.
- Hong Kong
- Singapore
- Switzerland
- Australia
- Canada
- USA
Features
Six capabilities to replace your vendors
Portfolio management. Securities tokenization. Multi-currency operations. Client onboarding. Card issuing. Custody. One platform replaces six providers.
Portfolio
Management
IOSCO principles based asset management systems. Traditional and digital securities. Automated rebalancing. Real-time valuation. Consolidated reporting across accounts. Asset integrity services built in.
Learn more about Wealth Management →
Securities
Tokenization
Fractionalize high-value alternatives. Issue digital fund units. Secondary market infrastructure. Compliance built in. Access previously illiquid investments.
Learn more about Wealth Management → Multi-Currency
Operations
Support major global currencies. Integrated foreign exchange execution. SWIFT connectivity. Domestic payment rails. Automated reconciliation.
Learn more about Global Payments → Client
Onboarding
Wolfsburg Group-compliant AML/KYC via Connect module. Regulatory compliance associates support. Fast-track verification. 200+ countries supported. Automated sanctions, PEP, adverse media screening. Ongoing monitoring.
Learn more about Customer Management →
Card
Programs
Visa and Mastercard issuance. Virtual and physical cards. Multi-currency capability. Premium travel benefits. Real-time spending visibility.
Learn more about Card Issuing →
Escrow &
Custody
Third-party custody and escrow for complex transactions. Conditional fund release. Traditional and digital asset custody. Licensed in Hong Kong, Singapore, EU and Switzerland.
Learn more about Wealth Management →Testimonials
Trusted by leading financial innovators around the world
Helping fintechs and financial institutions scale securely with enterprise-grade infrastructure, compliant operations, and proven reliability.
0k+
End users onboarded and retained. Those we serve keep coming back.
0B+
Total assets under administration across traded and non-traded assets.
0%
Guaranteed uptime for all of our services.
★★★★★Aerapass cut our onboarding time from weeks to under 48 hours, eliminating over 20 manual steps per client. They have been an invaluable collaborative partner for Riverside Trustees.
★★★★★We experienced 15x volume increase thanks to Aerapass. I highly recommend their platform to any business seeking a scalable payment platform to power their financial services.
★★★★★Their platform shaved 6 months off our launch timeline and saved us hundreds of development hours, giving us a faster and stronger market entry. I cannot thank Frank and the Aerapass team enough for their support.
★★★★★In 5+ years on Aerapass, we’ve had 0 operational outages and processed tens of thousands of transactions without disruption. I feel comfortable continuing to use Aerapass and I highly recommend it.
Frequently Asked Questions
Frequently Asked Questions
Modern family offices need asset management systems that handle traditional securities, tokenized alternatives, and multi-currency portfolios. Aerapass provides institutional-grade asset management software with IOSCO principles applied, real-time valuation, and consolidated reporting across all asset classes. Our platform serves private banking clients and asset management companies in Singapore and globally.
Singapore offers progressive digital asset regulation under the Monetary Authority of Singapore (MAS), with family office incentives and Asia-Pacific connectivity. Aerapass has a full suite of licenses and serves this premier wealth management hub. Unlike legacy systems, our platform integrates securities tokenization, multi-currency operations, and regional compliance for Hong Kong, Singapore, Australia, Canada, USA, EU and Swiss markets.
Asset integrity services ensure proper custody, valuation accuracy, and regulatory compliance across traditional and digital securities. Our platform provides asset integrity services through segregated custody, real-time portfolio valuation, bankruptcy-remote structures, and multi-jurisdictional regulatory compliance.
Yes. Aerapass provides IFAs with the same financial asset management systems available to major private banks, including portfolio management, securities tokenization, and multi-currency capabilities, without enterprise overhead or complexity.
Investment holding IRAs can access both traditional and tokenized securities through compliant digital wealth platforms. Our system supports IRA custody requirements, investment management, tax reporting, and distribution rules while enabling access to alternative investments and digital assets.
Book a meeting
Schedule a Live Demo
Discover how Aerapass can consolidate your payments, FX, cards, and wealth operations into one secure financial platform.