Finsmart

Advantages

Diversified investment choices

Covering a wide range of investment products such as Public Offering of Fund, Private Fund, bonds, notes, etc., it provides users with a wealth of investment choices to meet the needs of different risk preferences and investment objectives.

Convenient operation and personalized service

Providing self-selection function, which is convenient for tracking and management. Meanwhile, the functions of exchange and fund transfer are easy to operate, meeting the needs of users in different currencies and fund flows.

Efficient Middle System

Fine management of various types of assets, such as fund management, bond management, note management and other modules ensure standardized operation and efficient monitoring of different assets.

Core Functions

Mobile APP

Wealth Management

Public Offering of Fund
Private Fund
Bonds
Notes

Account

Account opening
Cash Deposit/withdrawal
Currency Exchange
All Transaction
Cash Flow
Risk Test
Statement

Middle and Back Office System

Funds Management

Fund Counterparty Management
Fund Information Management
Fund Transaction Management
Fund Position Management
Fund Home Release

Bonds Management

Bond Counterparty Management
Bond Information Management
Bond Transaction Management
Bond Position Management
Bond Interest Payment Management
Bond Home Release

Notes Management

Note Recommendation Management
Note Recommendation Management
Note Transaction Management
Note Position Management
Note Template Management
Note Home Release

Independent Financial Advisor

Structured Note Mgmt

Record the basic information of structured notes, such as note number, issue date, maturity date, face value, denomination currency, etc.
Record the transaction information of structured notes, including transaction time, transaction price, transaction quantity, purchase and sale direction, etc. Conduct full tracking of the transaction process to ensure the compliance and accuracy of the transaction.

CIS Fund Mgmt

Record basic information of CIS Funds, including fund name, code, inception date, fund manager, investment type (e.g. equity, bond, hybrid, etc.), risk level, etc.
Maintain all transaction records of CIS Funds, including transaction time, transaction type, transaction amount, share changes, etc.