FinOne
Manage clients, accounts, products, trading and asset operations in one place to build white-label, professional and embedded wealth services as needed.
Business Value
Bring fragmented capabilities and data into one platform to reduce duplicated development and launch new products, channels and wealth services faster.
AccountsProductsTradingAssetsOperationsData
Shared capabilities · Unified data · Continuous growthReuse account, product, trading and operational capabilities to extend into bonds, funds, trading and AI as needed, reducing development from scratch and external integrations.
End-to-end workflows · Greater operational independenceSupport multiple business platforms, client applications and service channels with one reusable core, reducing the complexity of maintaining separate systems.
One core · Multiple business modelsStandardize client, account, product, order and asset data to reduce manual reconciliation and work across systems, while providing a consistent foundation for AI workflows.
Connected business data · A foundation for AIAdd product categories, service channels and business models on top of your existing core, moving new requirements into delivery and operations faster.
Reuse existing capabilities · Accelerate deliveryCONNECTED OPERATIONS
Provide consistent wealth capabilities for internal platforms and client applications through shared business logic, data and integrations.
CORE CAPABILITIES
FinOne brings clients and accounts, product management, orders and trading, and asset operations together on one platform, with consistent workflows and data.
AI NATIVE
FinOne connects AI with product, order, asset and operational data to assist with frequent business tasks under professional review and access controls.
ENTERPRISE ARCHITECTURE
FinOne supports deployment and integration options based on your existing IT architecture, data requirements and business scale.
SaaS / On-Premises
Data isolation, optional upgrades and tailored services
Reduce single-region risk and support continuity through regular disaster recovery drills
Finloop builds wealth technology on financial expertise, compliance workflows and institutional technology, helping institutions deliver services within clear business boundaries and access controls.
Relevant regulated financial activities are carried out by Finloop's licensed financial entity, which holds Hong Kong SFC licences for Types 1, 4 and 9 regulated activities. The scope is subject to applicable licences and project agreements.
Platform capabilities built around clients, accounts, products, trading and asset operations keep technology connected to real financial workflows.
Embed identity verification, suitability, workflow authorization and activity records into business processes to support clear management boundaries and controls.
CLIENT STORIES
Explore how FinOne fits different business models and workflows, from institutional wealth platforms to corporate wealth services.
From accounts and financial products to trading, operations and AI, FinOne helps institutions build, launch and expand wealth services on a unified core.
