Products and Requirements Are Viewed Separately
Product materials and trade requirements sit in different channels, requiring repeated searches and checks before an RFQ begins.
Webportal
Products and Trading in One Place
For relationship managers, advisers, traders and operations teams to browse products, request and compare quotes, execute orders and track trades centrally.
Fragmented Information Makes Every Trade Harder to Move Forward
When product information, trade requirements, RFQs, quotes and order status are spread across different tools, teams must repeatedly reconcile details and can lose the complete transaction context.
RFQs and Quotes Move Across Disconnected Channels
Multiple quotes move through email, messaging and manual spreadsheets, making terms and records difficult to compare centrally.
Order Status Is Difficult to Track Continuously
From quote selection to order execution, key milestones are fragmented and progress is difficult to track continuously.
Handoffs Lack Complete Context
Product, advisory, trading and operations teams must repeatedly reconstruct the background and status of the same trade.
Connect the Product and Trading Lifecycle
Webportal organizes products, RFQs, quotations and order operations into continuous workflows, keeping product and trading information connected.
Find Suitable Products Quickly
Browse, screen and compare traditional finance and digital asset products in one workspace, then proceed directly to RFQs or orders.
Cash management, funds, bonds, structured products, insurance, virtual assets and RWA.
Build a complete product shelf or start with one category and expand over time.
Get Executable Quotes Faster
Connect product information, institutional RFQs and multiple quotes around one trading requirement, carrying the selected quote into the order process.
Request a Quote
Start an RFQ from a product or trading requirement.
Compare Quotes
View and compare quotes centrally.
Preserve Trade Context
Quotes stay linked to the original product and requirement.
Proceed to Orders
Move directly from a quote to an order.
Track Trading Status End to End
From order creation and execution to post-trade events, products, clients, terms, quotes and key dates remain in the same workspace.
Carry the selected quote into the order process.
Monitor order execution progress.
Retain product, quote and activity information.
Continue tracking key post-trade events.
Financial expertise behind every platform
Finloop builds wealth technology on financial expertise, compliance workflows and institutional technology, helping institutions deliver services within clear business boundaries and access controls.
Licensed Financial Services
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.
Financial Business Expertise
Platform capabilities built around clients, accounts, products, trading and asset operations keep technology connected to real financial workflows.
Compliance, Permissions & Records
Embed identity verification, suitability, workflow authorization and activity records into business processes to support clear management boundaries and controls.
Connecting Products and Trading through Webportal
See how institutions bring products, RFQs, quotes, orders and trade status into one professional workspace.
Help Your Team Connect More Directly
with Products and Trading
Explore how Webportal connects product discovery, RFQs, orders and post-trade operations in one professional workspace.
Book a Webportal Demo →