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Securities Investment Platform Solution

This solution delivers end-to-end management of the investment lifecycle, including strategy formulation, portfolio management, market liquidity analysis, price inquiries, trade preparation, execution, clearing and settlement, valuation, accounting, and reporting.

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Key Pain Points Addressed
Product Features
Product Advantages
Why Choose Us
Related Solutions
Home Product Solutions Securities Investment Platform Solution

Key Pain Points Addressed

Fragmented processes with dispersed entry points

Lagging risk control and increasing compliance pressure

Inefficient fund management and inadequate forecasting

Information silos and data fragmentation

Lack of process transparency and delayed feedback

Product Features

Feature Details
Unified Process Management Module
Intelligent Risk Control Engine
Centralized Fund Management Hub
Data Integration Platform
Process Visualization & Feedback Mechanism
Investment Strategy Management Module

Product Advantages

End-to-end automation improving operational efficiency

Multi-dimensional risk control enhancing compliance capability

Strong business adaptability supporting multi-scenario expansion

Data-driven decision-making unlocking data value

Optimized user experience lowering operational barriers

Why Choose Us

With a comprehensive fintech service ecosystem, our solution empowers insurance institutions through:

01

Deep alignment with real business scenarios

02

Strong technical architecture support

03

Customizable service capabilities

04

Assured security and compliance

05

Continuous iteration and upgrades

Related Solutions

Securities Investment Platform Solution

This solution delivers end-to-end management of the investment lifecycle, including strategy formulation, portfolio management, market liquidity analysis, price inquiries, trade preparation, execution, clearing and settlement, valuation, accounting, and reporting.

Securities Industry ECIF

The Securities Industry ECIF system is built with the goal of “centralized registration, unified identification, and real-time sharing.” It establishes a mechanism where customer core information is centrally registered, identity data is uniquely verified, and key data is shared in real time. The system provides consistent, authoritative customer data to all application systems, eliminating risks of duplicate accounts or inconsistent information across systems. By creating a unified customer information view, the ECIF supports group-wide data usage and management, enhances customer data value, and strengthens data and system foundations—helping financial institutions transition fully to a customer-centric operating model.

Institutional CRM for Securities

The Securities Customer Center System, leveraging the core capabilities of “Unified Identification, Centralized Control, and Real-Time Collaboration,” directly targets customer information management challenges in securities institutions. It provides a secure, efficient, and compliant customer information infrastructure that supports the industry’s transition to a customer-centric digital model.

Securities Industry Retail CRM

The Securities Retail CRM provides an “efficient, secure, and compliant” customer and marketing management solution tailored to the needs of securities retail institutions. By addressing key business pain points, establishing a full-process functional framework, and leveraging differentiated advantages, it empowers institutions to achieve scalable growth and refined operations.
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