Client-Centric Digital Services

Unified account
core system
WeOne
Internal & external data integration
Bill identification
Data structuring
Unified display of assets

Asset allocation & reporting engine WePortfolio
Portfolio analysis
Classified asset insights
Configure target combinations
Customized investor report

Admin Affairs &
document management
WeMatters
Custom configuration transaction form
Multi-role online collaboration
Centralized archive of documents
Label customization management

Customized content & service center
WeTri
Family custom applet
Cultural content precipitation
Asset convenient query
Integrated service appointment
WeOne|Unified Account
Core System
Internal and External Data Integration
Integrate scattered asset data of customers and support system API docking
Bill Identification
Intelligent identification of private bank bills, unified management of customers' private banking assets
Data Structuring
Take the client as priority, realize the structured management of account, product and position data
Unified Display of Assets
Cross-account, cross-asset type, and cross-regional assets are displayed in a unified manner, which can be checked with one click


WePortfolio|Asset Allocation & Reporting Engine
Portfolio Analysis
Analyze the return and risk indicators of the investment portfolio as a whole
Classified Asset Insights
Support independent analysis of equity, fixed income, policy and alternative assets, and in-depth diagnosis of assets
Configure Target Combinations
According to the customer's income, risk, and major asset preferences, personalize the target investment portfolio and compare it in real time
Customized Investor Report
Investor report templates can be customized, and data can be automatically populated to generate reports in real time
WeMatters|Admin Affairs &
Document Management
Custom Configuration Transaction Form
Support custom creation of transaction types for customers, accounts, products, and positions
Multi-role Online Collaboration
Customized configuration of online collaborators, unified online management of transaction processes
Centralized Archive of Documents
Unified collection of legal documents, service materials and other documents
Label Customization Management
Support configuration of custom document labels, flexible management of various documents


WeTri|Customized Content & Service Center
Family Custom Applet
Customized family exclusive brand applet, set visibility permissions as needed
Cultural Content Precipitation
Provide an online private place for family content precipitation, and accumulate family culture and temperature
Asset Convenient Query
Provide a convenient asset query portal, and control the distribution of family assets at any time
Integrated Service Appointment
Bearing the service appointment portal, customers can independently book comprehensive services such as corporate governance and charity consultation