Caproasia Access

Singular Access for financial professionals

Academic | Standard | Professional | Professional + | Enterprise

 


 

Before signing up:
You are a financial professional and you directly or indirectly manage assets or advise clients
Select the plan most relevant for you

Are you eligible?
Please read the FAQs below or
here,
or email to [email protected]

Sign up process:
Select your plan
Make payment
Register Caproasia Access here

After registration:
Receive a welcome email within 1 – 2 working days
Receive your Caproasia Account No.
Receive your exclusive products activation*

 

 

 

After making payment:
Register Caproasia Access here

After registration:
Receive a welcome email within 1 – 2 working days
Receive your Caproasia Account No.
Receive your exclusive products activation*

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* available only for Academic, Professional, Professional + & Enterprise

 


 

Are You Eligible for Caproasia Access?

 


 

Who are the users? Who sign up for Caproasia Access?
Financial professionals who manage assets or advise clients.

They are in Banking, Private Banking, Private Wealth Management, External Asset Management, Multi-Family Office, Single Family Office, Boutique Advisory, Independent FA, Insurance, Fund Management, Asset Management, Investment Banking, Private Equity, Hedge Funds, Brokerage and more

They are Private Bankers, Private Wealth Managers, Priority Bankers, Personal Bankers, Relationship Managers, Financial Advisors, Wealth Managers, External Asset Managers, Family Office Advisors, Investment Advisors, Treasury Specialists, Insurance Specialists, Wealth Specialists, Estate Specialists, Analysts, Portfolio Managers, Fund Managers, Hedge Fund Managers, Investment Bankers, Private Equity Specialists, Chief Investment Officers, Chief Executive Officers, Chief Economists, Team Leaders, Desk Heads, Market Heads, Product Heads, Head of Wealth and more … …

Can anyone sign up for Caproasia Access?
No. Caproasia Access is only for financial professionals who directly or indirectly manage assets or advise clients. Except for Professors & Students.

Can I sign up if I manage $120 million of my personal assets?
If you are managing as an individual, you are not able to sign up.  Caproasia Access is only for financial professionals, as the solutions are built to help them to manage assets or advise clients.  However, if your assets are managed in a regulated investment vehicle or family office, you will be able to sign up for Caproasia Access.

I am quitting the industry, can I still retain my access?
Your access will remain for a period of 6 – 18 months, where our verification process will require you to update your particulars to determine your eligibility (if you are directly or indirectly managing assets or advising clients)

Why is access exclusive to financial professionals?
Managing assets & advising clients in the financial industry is a regulated activity in most countries.  Financial professionals carry a heavy economic & social responsibility.  Non-financial professionals are likely not able to interpret our solutions, or may mis-interpret our solutions.

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