Long Timelines and High Development Costs
Accounts, products, trading, holdings and operations span multiple systems and require significant time and resources to build.
White-Label and Embedded Finance Solutions
Wealth Services within Your Brand and Client Experiences
White-label apps, embedded wealth H5 and corporate wealth web bring multi-asset services to partner brands, channels and client relationships, with continuous product and operational support from a unified wealth middle office.
An Established Brand and Clients, but Wealth Services Are Slow to Launch
Building wealth services from scratch involves systems, client experiences, existing architecture integration and ongoing operations.
Fragmented Client Experiences
Separate onboarding, product, trading and holdings entry points can interrupt the brand experience.
New Capabilities Are Hard to Integrate
Wealth services need reliable connections to existing login, client, dealing and business systems.
Complex Operational and Compliance Boundaries
Branding, account relationships, operational responsibilities and disclosures must be defined before launch.
Choose the Right Wealth Service Model
Three models share the FinOne wealth core but differ in purchasing objectives, operational responsibilities, account relationships and brand disclosures.
ModelA
Build a Branded Wealth Experience
White-Label Wealth and Securities AppFor partners adding wealth services to existing brands and client relationships, with frontend, account, trading and operational arrangements agreed by project.
Standalone AppClient Self-Directed TradingPartner-Operated ModelClient Counter / FinMix
Compare Three Models
PurchaserFinancial InstitutionsFinancial Institution / Digital PlatformCross-Border Payment Platform
End UsersIndividual Retail ClientsIndividual Retail ClientsCorporate Clients
Entry PointStandalone AppPartner's Existing AppCorporate Payment Platform Scenarios
BrandPartner BrandPartner BrandPayment Platform Brand
User TradingSelf-Directed TradingSelf-Directed TradingSelf-Directed Corporate Trading
Primary OperatorPartner InstitutionUsually Operated by FinloopUsually Operated by Finloop
Account HolderDetermined by Dealing System and Partnership ModelDetermined by Dealing System and Partnership ModelFinloop Finance Account in the Company's Name
Primary Middle OfficeFinOneFinOneFinOne
Connect Channels, Core and Corporate Wealth Scenarios
Explore the relevant products for your channel and operating model.
White-label App
Quickly build wealth and securities investment channels under a partner's own brand.
FinOne
Unified support for clients, accounts, products, trading, assets and operations.
Explore Product →Corporate Wealth PlatformEmbedded Investing
Connect cash management, investment trading and asset services for corporate clients.
Explore Product →From Business Design to Ongoing Operations
1Business Design
Confirm the model, clients, product scope, account and dealing architecture.
2Product and Brand Configuration
Configure branding, features, products and operations.
3System Integration and Compliance
Integrate APIs, SSO, accounts, cash flows, compliance and disclosures.
4Launch and Ongoing Operations
Continue product, user and trading operations and iteration after launch.
Client Stories
WorldFirst
Partnership details, launch scope and public information are subject to confirmed materials.
Skyee
Partnership details, launch scope and public information are subject to confirmed materials.
Dowsure
Partnership details, launch scope and public information are subject to confirmed materials.
Shangmeng
Partnership details, launch scope and public information are subject to confirmed materials.
LUPU
Partnership details, launch scope and public information are subject to confirmed materials.
Zhongtai
Partnership details, launch scope and public information are subject to confirmed materials.
Frequently Asked Questions
How do white-label and embedded services differ?+
White-label services provide a complete standalone app, usually operated by the partner. Embedded H5 joins an existing app's user journey and is usually operated by Finloop.
Can we keep using our existing dealing system?+
The white-label app can connect to existing client dealing systems or Finloop's proprietary FinMix, depending on the architecture.
Do white-label clients have their own management back office?+
Partners can use FinOne to manage products, users, accounts, orders and operational settings.
Must wealth H5 display Finloop branding?+
The frontend can retain the partner brand, while onboarding, agreements, risk disclosures and trading must identify service entities according to the legal relationships.
Is Corporate Wealth Web the same as Finterprise?+
It integrates Finterprise capabilities and the FinOne middle office into corporate cross-border payment experiences rather than providing a corporate white-label website.
Which wealth products are supported?+
Product scope is confirmed by delivery model, target clients, dealing system and eligibility.
Are Hong Kong and US stocks supported?+
Hong Kong and US securities capabilities are still in development and are not presented as launched features.
Is custom UI supported?+
Confirmed customization includes logos, brand names and primary colors. Other component-level customization is pending confirmation; fully custom UI is not promised.
Who handles app store publication?+
App Store / Google Play publication responsibilities must be agreed in the partnership plan.
Can embedded partners access FinOne?+
Embedded services are usually operated by Finloop. Access to selected FinOne permissions remains to be confirmed.