Fintech Platform
This account management software is tailored for high-net-worth investors, helping them access up-to-date and comprehensive information in real time and conducting accurate analysis. It also provides real-time visibility into their insurance and investment account status and ongoing tracking and diagnostics.
CRM Management System
Provides efficient AI tools for our internal team. This allows financial planners to review client investments in real time: displaying basic client information, synchronizing net asset value, and providing professional analysis and the latest product information based on the database. This provides technical support for our team’s efficient and timely service.
Intelligent Investment Research Platform
This platform provides multi-dimensional compliance information disclosure and professional analysis tools for licensed financial institutions and qualified investors. By integrating quantitative and qualitative assessment models, it assists financial planners, family offices, and other professional institutions in conducting product due diligence and improving the efficiency of asset allocation decisions.
