Large Banks / Brokers
Established frontends, core accounts and trading systems.
Recommended ApproachAPIProduct and Wealth CapabilitiesAIRWACustom / Local Deployment
Solutions for Banks and Securities Institutions
Continuously Expand Wealth Capabilities on Your Existing Financial Systems
Connect wealth products, digital wealth, AI, RWA and open APIs to banks' and securities institutions' existing clients, accounts, trading and core systems.
EXISTING FINANCIAL SYSTEMExisting Institutional SystemsClients · Accounts · Trading · Core Systems
ConnectWealth ProductsDigital WealthAIRWAAPI
Combine New Capabilities on Your Existing Systems
From individual products and APIs to digital wealth, AI and digital assets, choose the right capabilities for your existing architecture.
Expand Wealth Products and Investment Services
Connect diverse wealth products to offer existing individual, corporate and institutional clients investment options across different risks, tenors and asset classes.
WEALTH
CashFundsBondsStructured Products
Add Wealth Capabilities to Existing Digital Channels
Add product displays, investment accounts, trading, holdings and asset services to existing mobile banking, securities apps or web services without rebuilding the entire frontend.
WEALTH
Mobile BankingSecurities AppWebWealth H5
Connect Wealth Capabilities through Flexible APIs
Retain existing account, trading and operational systems while connecting product, order, trade, holdings and asset data through standard interfaces.
OPEN API
PRODUCTACCOUNTORDERASSET
Bring AI into Wealth Services and Business Operations
Use AI to support product understanding, investment advisory, client operations and internal workflows, improving professional services and operational efficiency.
AI
Product UnderstandingAdvisory SupportIntelligent OperationsData Insights
Connecting Traditional Finance and Digital Asset Markets
Help banks and securities institutions expand into asset tokenization, RWA issuance and distribution, and Web3-related financial businesses.
RWA
REAL ASSETTOKENIZATIONDISTRIBUTIONWEB3
Adapt to Complex Systems at Large Financial Institutions
System integration, customization and local deployment aligned with institutional architecture, regulatory requirements, deployment environments and business processes.
Custom DevelopmentSystem IntegrationPrivate DeploymentLocal DeploymentBrand AdaptationPermissions and Security Adaptation
Flexible Combinations for Your Institution
Mid-Sized Banks / Brokers
Existing financial systems with a need to quickly add digital wealth capabilities.
Recommended ApproachWealth H5FinOne Wealth Middle OfficeAPIWebportalAI
Growing Institutions / New Wealth Teams
Build comprehensive wealth business capabilities quickly.
Recommended ApproachWhite-Label Wealth App / H5FinOneStandard APIsAI