Comprehensive Wealth Managers
Build complete client channels, wealth core and open connectivity.
White-Label Wealth App / H5＋FinOne＋Webportal＋API＋AI
From Individual Wealth Capabilities to a Complete Professional Wealth Platform
Build client, product, trading, asset management and operational capabilities for fund, asset management, wealth, EAM, insurance and digital asset institutions according to licenses, business models and institutional size.
PROFESSIONAL
WEALTHClientsProductsTradingAssetsOperationsAI / RWA
WEALTHClientsProductsTradingAssetsOperationsAI / RWA
Combine Professional Wealth Capabilities Around Business Goals
Choose client-facing channels, advisory, distribution, wealth middle and back offices, digital assets and AI capabilities, with room for future expansion.
Quickly Build Client-Facing Digital Wealth Channels
Add client-side digital capabilities, from wealth frontends and product displays to investment accounts, trading and asset services.
01Branded Wealth Entry02Accounts and Trading03Holdings and Asset Services
Manage Clients, Advisers, Portfolios and Trading Together
Full-lifecycle wealth management for EAMs, wealth managers and professional advisory teams.
01Clients and Advisers02Allocation and Portfolios03Trading and Compliance
Connect More Institutions and Investors with Your Products
Help fund companies, asset managers and other issuers connect with wealth distribution networks to improve product reach and trading efficiency.
01Product Issuers02Unified Product Network03Institutions and Investors
Manage Products, Clients, Orders and Operations Together
Standard middle and back offices support configuration, trading, operations and client management, reducing repeated work across systems.
01Unified Data and Configuration02Order and Trading Operations03Permissions and Reports
Connect Traditional Wealth and Digital Asset Ecosystems
Traditional fund and asset managers can expand into tokenization, RWA issuance and distribution, while digital asset institutions can access traditional financial products and wealth infrastructure.
01Traditional Assets and Products02Tokenization and Issuance03Market Access and Distribution
AI Support for Advisory, Operations and Client Services
Apply AI to product understanding, research, client services and internal operations to improve professional productivity.
01Knowledge and Product Understanding02Professional Support03Service and Operational Automation
Flexible Combinations for Business Models and Scale
Choose an approach based on your existing channels, systems and teams; institutions can start from different foundations.
EAMs / Advisory Firms
Centered on the client lifecycle and professional advisory work.
EAM App＋FinEAM＋Webportal＋AI
Fund / Asset Managers
Focus on product issuance and institutional distribution, with options to add client-facing wealth services.
Product Onboarding＋Webportal＋API＋AI＋White-Label Wealth App / H5 + FinOne (Optional)
Digital Asset Institution
Connect digital asset capabilities and add traditional wealth products and distribution networks as needed.
TaaS＋FinRWA＋API＋AI
Large Professional Institutions
Adapt to complex architectures, deployment environments and existing processes.
Wealth Middle Office＋API＋AI＋Custom Integration / Local Deployment
Growing Professional Institutions
Build complete wealth business foundations quickly with standardized products.
Standard SaaS＋Standard Wealth Frontend＋Standard Middle and Back Office
Build Your Professional Wealth Platform
Plan your next capability combination with Finloop, starting from your existing business and systems.