AI-driven wealth management platform covering onboarding, portfolio construction, execution and reporting for banks, insurers and asset managers.
WealthTech provider serving retail and private banks, insurance companies, asset managers and family offices, with modules for digital onboarding and risk profiling, AI portfolio construction, order management, rebalancing, monitoring and reporting, plus an API portal. Named clients include Citibank, UOB, Generali, Bank of East Asia and SMBC Nikko.
Every field below was confirmed against a public source on 30 September 2026. Verification is a check on the data, not an endorsement of the firm.
Jurisdiction
Hong Kong
Service line
Technology, Data & Cybersecurity
Services
AI portfolio construction, Portfolio management, Order management, Rebalancing, Portfolio monitoring, Reporting, Digital onboarding, Risk profile & preferences