Solutions

Let’s work together to create a century of wealth and become a leader in technology and finance.

Your BEST Choice for Wealth Management and Asset Management

What we offer.

Empowering your financial choices globally

  • Banking Industry

    Employee Benefit Trust

  • Banking Industry

    Robo Advisory

  • Fund House, Investment Advisory, Banking Industry, Securities Industry, Insurance Company

    E-Commerce Fund Order System

  • Insurance Company

    Separate Account Investment System (SA)

  • Insurance Company, Investment of Own Funds

    General Account Investment System(GA)

  • Fund House, Investment Advisory, Banking Industry, Securities Industry, Insurance Company

    Investment Restriction & Guideline System (IRG)

  • Fund House, Investment Advisory, Securities Industry

    Onshore Transfer Agent System

  • Fund House, Investment Advisory, Securities Industry, Life Insurer Investment Division, Investment Manager

    Investment Management System(IMS)

  • Fund House, Fund Operation Outsourcing Companies

    Portfolio Accounting Management System(PAM)

  • Banking Industry

    Wealth Investment Management Platform

  • Fund House, Investment Advisory, Securities Industry, Offshore Fund Sales Management

    Offshore Fund Transfer Agent System(OFD)

  • Fund House, Asset Management Company, Insurance Company, Banking Industry, Securities Industry Investment Management Department

    Order Management System(OMS)

  • Fund House, Investment Advisory, Banking Industry, Discretionary Management and Clearing for The Banking and Securities Industry

    Discretionary Accounting Management System(DAM)
ALL Asset Accounting Contract Management Fund Operation Investment management Portfolio Management Risk Management Robo Trust UI/UX

Taking your first step!

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Mon- Fri, 9:00~18:00

70

Financial customer domains

70%

The market share of Taiwan’s mutual fund market

150+

Engineering and technical team