Fintech Platform
Our tailored account management software is designed for high-net-worth investors. It provides real-time access to comprehensive, up-to-date information, allowing clients to conduct accurate analysis. The platform offers clear visibility of their insurance and investment accounts, along with ongoing tracking and diagnostic tools to monitor performance effectively.
CRM Management System
Our advanced CRM system leverages AI tools to support our internal team. It enables financial planners to review client investments instantly, displaying essential client information, syncing net asset values, and offering professional analysis and the latest product updates from our extensive database. This technology ensures our team can deliver efficient, timely, and personalized service.
Intelligent Investment Research Platform
This platform offers detailed compliance disclosures and professional analysis tools for licensed financial institutions and qualified investors. By combining quantitative and qualitative assessment models, it helps financial planners, family offices, and other professional entities perform thorough product due diligence. This enhances the efficiency of asset allocation decisions and supports smarter investment choices.
