The app offers digital marketing solutions for financial industries. It provides content, tools, and operations to support wealth management digital transformation, marketing, and post-investment services.
by Shanghai Beta Information Technology Co., Ltd.★ 5.01 ratingsFinanceFreeData updated 2026-10-26
Manage mutual fund transactions with purchase, redemption, and SIP order initiation. Advisors can process payments via shared links. Track investor portfolios and manage multiple asset classes through an AI-powered platform.
Access financial information securely with fingerprint login. View a summary of total wealth and share data with advisors. Track investments and make informed decisions based on personal goals.