Define a Personalized Solution
Portal
Personalization
Free layout of the page Rubik's cube, with independent content
Release, channel white label distribution.
Process Personalization
Define compliance configuration, combine multiple suites to personalize business processes, and independently build organizational structure and division of labor.
Report
Personalization
Data board building, product report customization,
Investor reports are personalized.
Online Compliance Transactions
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Online Fund Marketing
Support graphic, video, live roadshow preheating in various ways.
Product shelf one-click managing, product elements clear at a glance.
Middle Platform Overall Planning
One-stop management of products, clients, and account operations, leaving traces throughout the operation
Product Archive Management
Product full life cycle element status record
CRM Management
Partner management, capture potential business opportunities
Client File Management
Client KYC data management, KYC file update, latest asset information, unified online management
Transaction Share Management
Online examine and approve transaction results, confirm and register share, record share change, and preserve a complete historical transaction
Investment Management Analysis
Product Position Management
Product underlying asset query management, support synchronization with external TA
Product Performance Analysis
Product operation net worth performance analysis, risk analysis
Product Operation & Maintenance Management
Product operation asset, expense management, product TA transaction data management
Strategy Analysis Board
Such as product management performance board, and strategic performance board (customizable)
Position management, performance operation analysis, statistical analysis of strategic products
Efficient Post-investment Service
Equity Automation
Automatically read and import net worth data, and automatically fill and distribute net worth reports
Report Announcement Distribution
Fund operation report announcement management, upload and distribution
Flexible Post-investment Communication
Institutions self-configure, adapt to different types of funds and different post-investment service models
Unified Investor Portal
Investors' real-time position inquiry and redemption management