Open Connectivity
Connect existing systems through standard APIs, trading protocols and enterprise identity, embedding accounts, products and trading in existing processes.
Digital Foundations for End-to-End Wealth Management
Build underlying capabilities around products, accounts and trading across the wealth lifecycle, extending financial services through open architecture, AI and Web3.
Flexible deployment
Choose SaaS, embedded or private deployment around IT architecture, security and governance, combining capabilities as needed.
Reliable Operations
Real-time account ledgers, idempotent processing, clearing and settlement reconciliation, and fault isolation support reliable core wealth operations.
Scale with the Business
Scale capacity through cell-based and distributed architecture, maintaining efficiency as clients, products and trading volumes grow.
Core Capabilities Across Wealth Management
Composable, scalable foundations from product creation and asset accounts to execution, supporting multi-asset wealth businesses.
Product Infrastructure
Multi-Product Management
A centralized product management hub for rapid creation, unified integration and flexible operations across financial asset classes.
- Template-Based Product CreationCombine product, trading and fee components to build and launch multiple product types.
- Multi-TA Product AccessIntegrate third-party TA products quickly and synchronize product attributes.
- Flexible Operations and DistributionSupport TA switching, one-click listing and delisting, and allowlist distribution strategies.
Account Infrastructure
Next-Generation Wealth Accounts
Client-centered account management, holdings ledgers, allocation, related trading, clearing and settlement.
- Flexible HierarchyParent-child account trees support expandable account levels.
- Goal-Based Asset SegregationManage different wealth objectives through user, account and holdings layers.
- End-to-End Asset TracingReal-time ledgers support reconstruction of asset positions at any point in time.
Trading Infrastructure · Powered by FinMix
Flexible, Reliable Trading
Proprietary FinMix trading and dealing infrastructure supports multiple asset classes, complex processes and diverse connections.
- Elastic Trading UnitsFunds, notes and bonds share account, statement and user capabilities.
- Flexible Trading ProcessesExecution plans, multiple sessions and batches adapt to market rules.
- Multiple TAs and CounterpartiesConfigurable integration, account segregation, flexible switching and transfers.
Robust Architecture for Core Financial Businesses
Distributed and cell-based architecture balances performance, reliability and resource efficiency as business grows.
Performance and Elastic Scaling
Distributed architecture spreads workloads across cells and expands capacity as the business grows.
Fault Isolation and High Availability
Phased releases, fault isolation and multi-center deployment contain the impact of failures.
Intelligent Resource Scheduling
Balance workloads and adjust resources dynamically to improve efficiency.
Automatic Recovery and Business Continuity
Data redundancy, fault detection, failover and recovery support continuous services.
Fit into Existing Institutional Technology
Standard interfaces, enterprise authentication and modular services expand wealth capabilities while retaining core systems.
Connect Existing Systems and Channels
Connect core systems, identity, permissions and business applications, delivering platform capabilities to existing channels.
Standard Open Interfaces
Authentication, fund, bond and structured product interfaces with encryption and IP allowlists.
Enterprise Single Sign-On
Connect institutional authentication and SSO with organizations, roles and access permissions.
Fine-Grained Permission Management
Configure roles by organization and business, with interface-level controls.
Modular Services
Combine quotations, trading and TA access as needed, integrating gradually into existing processes.
Build Web3 and RWA Financial Infrastructure
Asset digitalization, on-chain connectivity, wallet risk identification, issuance and distribution provide technical foundations for institutional Web3 and RWA businesses.
RWA Infrastructure
Asset digital modeling, issuance configuration and ongoing management across the product lifecycle.
Blockchain Connectivity
Connect on-chain networks, smart contracts and asset data for trusted cross-system connectivity.
Wallets and KYT
Link investor identities and wallet addresses, using KYT to identify on-chain transaction risks.
Issuance and Distribution
Support issuance, quota management and multi-channel distribution, connecting holdings and operations.
Complete AI Capabilities for Financial Businesses
Finloop AI connects models, data, Agents and financial workflows, supporting information understanding, analysis, decisions and task execution.
Model Services and Connectivity
Connect and manage multiple models centrally, selecting suitable services for financial tasks.
Data and Knowledge Capabilities
Connect enterprise documents, business data and financial information for reliable analytical and task context.
Agents and Skills
Organize professional capabilities into reusable Agents and Skills for different roles and tasks.
Business Applications and Workflows
Bring AI into research, products, risk and operations, connecting information understanding with task execution.
Flexible Deployment for Institutional Technology Environments
Choose enterprise SaaS or dedicated private deployment according to data, security, governance and infrastructure needs.
Enterprise SaaS
Share continuously improving platform capabilities while maintaining tenant data isolation.
Enterprise Multi-TenancyData IsolationStandard OpenAPIRapid IntegrationOngoing Upgrades
Private Deployment
Deploy in dedicated institutional resources, with configuration and delivery coordination based on project scope.
Dedicated DeploymentData ControlAdvanced ConfigurationMultiple Cloud EnvironmentsProfessional Implementation
CONTACT FINLOOP
Bring Technology into Your Business Processes
Discuss core system expansion, open platform integration, AI applications, Web3 and RWA opportunities with Finloop.