One customer multiple account system
Unified management of clients' diverse wealth allocation
Multiple account options
Support the allocation of accounts of all asset types in the market, covering stocks, private placements, public offerings, private banking, trusts, etc.
Asset allocation display
Optional multi-dimensional clear display of customer asset allocation layout
Portfolio Analysis
Combined revenue and attribution analysis of customer single and total accounts
open product engine
Access to diversified product counters
Intelligent Recommendation
Based on the portfolio analysis at the account level, intelligently recommend over-the-counter products
Access to WeTAMP
Traceless access to WeAlt, WeTAMP's private equity fund counter
WeIns with insurance counter
Access to various counters
Access to other stock, public offering, private banking and other product counters as needed
Multiple types of compliance transactions
Support account opening transactions in different regulatory frameworks
SFC Class I license business
Provide securities trading account opening business support
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Private equity business
Domestic and overseas BVI, Cayman, etc.
Multi-type fund account opening and trading
Overseas trust business
Overseas trust account opening process configuration
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Investor Content Operation
Brands, viewpoints and market information all in one place
multimedia content
Support a series of content publishing tools such as graphic, video, live broadcast, etc.
Customer Insights
Record customer behavior trajectory and draw customer portraits
Market Data Subscription
Support market information subscription, realize automatic synchronization through RPA technology
