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​Financial Institution Wealth Management Middle Office

For securities companies, trusts, and private banks, we can realize unified account books, asset allocation and unified service center for high-net-worth customers across multiple business lines.

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

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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

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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



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


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

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