All Your Wealth,
One Smart Dashboard

Track everything. Understand more. Make smarter moves. Built for sophisticated investors across Asia who demand clarity and control.

Bank-Level Security

256-bit encryption, no passwords stored, enterprise-grade protection for your data

Privacy First

Zero-knowledge architecture, minimal data collection, your wealth stays confidential

Daily Updates

Fresh market data and portfolio insights updated every day

Stop Flying Blind with Your Wealth

Today’s investors are juggling multiple accounts, platforms, and Excel sheets. You deserve better visibility into what you actually own.

Without Kofinity:

Scattered accounts across banks and brokers
No unified view of net worth or cash flow
Unclear ROI across different asset classes
Tedious manual tracking in spreadsheets

With Kofinity:

Unified dashboard showing GAV/NAV across all assets
Automated forecasts & ROI tracking
Easy data input – manual entry or CSV upload (beta)
Privacy-first design with no password storage

Keep Active Overview of Your Financial Assets

Everything you need to understand your wealth, track performance, and make informed decisions—all in one secure platform.

Stocks

Track individual stocks, ETFs, and equity positions with daily pricing updates and performance analytics.

Real Estate

Monitor property values, rental income, and real estate investment performance across markets.

Crypto

Input crypto positions manually or upload via CSV. Track digital assets with daily pricing updates and portfolio insights.

Bank Accounts

Track bank accounts manually in beta. API connections coming post-beta for automated cash flow tracking.

Multi-Currency Net Worth Tracker

See your complete financial picture across SGD, USD, HKD, EUR, and more with daily updated exchange rates.

Cash Flow & P&L Insights

Advanced analytics showing income, expenses, and profitability across all your investments.

Security & Privacy First Architecture

Bank-grade security ready for future API integrations. Your data stays secure and private.

How to Manage Your Wealth with Kofinity

Get started in minutes, not hours

1

Create Your Account

Simple registration with Google, Facebook, or email. Bank-grade security with no lengthy onboarding process.

2

Add Your Assets

Choose from stocks, real estate, crypto, or bank accounts. Input positions manually or upload CSV files (API connections coming post-beta).

3

Get Instant Overview

View your complete portfolio with asset allocation, performance metrics, and total value at a glance.

What Our Beta Users Say

Join sophisticated investors who’ve simplified their wealth tracking

“Finally, a platform that understands Asian investors. Having all my Singapore, Hong Kong, and US assets in one place has been game-changing for my investment decisions.”

Marcus Chen
Investment Director, Singapore

“The cash flow forecasting is incredibly accurate. I can now plan major purchases and investment moves with confidence, knowing exactly where my money is going.”

Sarah Lim
Portfolio Manager, Hong Kong

“Security and privacy were my biggest concerns, but Kofinity’s approach gave me complete confidence. The multi-currency tracking is perfect for my diverse portfolio.”

Ahmed Hassan
Family Office Director, Dubai

Built for Trust & Privacy

Your financial data deserves the highest level of security and privacy protection

Security & Privacy First

256-bit encryption, no passwords stored, secure transmission

No Password Storage

We never store passwords – your data stays secure

Regulatory Compliant

Fully compliant with MAS and regional standards

Daily Data Sync

Secure API connections with daily market data updates

Frequently Asked Questions

Kofinity uses bank-grade 256-bit encryption and follows strict privacy-first principles. We’re fully compliant with MAS regulations and never sell or share your data with third parties. All connections use secure APIs with read-only access.

We support over 40 Asean banks in 6 different countries: Hong Kong, Singapore, Malaysia, Philippines, Vietnam, Indonesia

Kofinity supports multiple currencies including SGD, USD, HKD, EUR, and more. Asset classes include stocks, bonds, ETFs, mutual funds, real estate, cryptocurrencies, bank accounts, and alternative investments.

Current forecast is based on your actual data input of future transactions. Scenarios and AI powered analysis will be added in the future to improve your decision making.

Make Smart Decisions for Your Wealth with Kofinity

Join the beta and be among the first to experience the future of wealth management in Asia. Simple, secure, and built for sophisticated investors.

Be the First to Simplify Your Finances

Please enable JavaScript in your browser to complete this form.
Scroll to Top