Wealth Investment Management Platform

We are thrilled to hear that customers using the the system have experienced steady growth since its launch, with an average monthly customer growth rate of 30%

Imagine a scenario where your customers can conveniently place online orders for various financial products such as funds, bonds, structured products, and foreign stocks, anytime and anywhere through our online platform. In this system, they have full control over their asset allocation, can monitor the performance and changes in their portfolio, manage personal fund inflows and outflows, and set customized usage reminders. With this system, customers can make the most of their funds, aiming to accumulate wealth, reduce risks, and achieve flexible asset allocation.

Our wealth management specialists have access to a dedicated back-end system that allows them to view the asset allocation of their clients and assist them with online order placement. They can also stay updated with the latest information on financial products. Furthermore, when combined with our “Fund Management Expert” solution, our specialists can develop tailored investment and financial plans for their clients.

Indeed, all these convenient features are integrated into our “Wealth Management System,” allowing you to provide your customers with a more personalized and seamless experience. This system enables you to offer tailored services and forge closer connections with your clients.

  • Our integrated platform allows for seamless integration of multiple investment products, including funds, bonds, structured products, and foreign stocks. With our back-end system, you can quickly add new investment products and design various types of promotions and offers, enabling you to tailor investment products to meet the specific needs of your clients.
  • Our platform provides real-time trading capabilities and data inquiry features, allowing customers to place orders for financial instruments in real-time. The asset and inventory information is instantly updated, and customers can access this information through the platform’s data inquiry function.
  • Our platform is built with a highly flexible and customizable architecture, allowing for seamless scalability and adaptability. One of the key features is the ability to configure transaction checks and validations based on parameterized settings.
  • Our platform allows customers to complete an online risk profile assessment questionnaire (KYC – Know Your Customer) to evaluate their risk attributes.

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