One-Stop Wealth Management Solution

Product

Solution

Whale One-Stop Wealth Management Solution

One-Stop & Online Wealth Management Platform

Whale One-Stop Wealth Management Solution provides financial firms with integrated online services for pricing, listing, risk control, trading, settlement, and lifecycle management of structured products and bonds. It also supports the development of investment immigration services, covering scenarios such as customer service, financial management, trade execution, risk control, and clearing and settlement.

Strong Demand for Online Services and Lack of Integrated Online Financial Products

Although there is a growing preference for online financial services among clients, many critical online service needs in the market remain unmet.

* Data source: KPMG "2023 Hong Kong Private Wealth Management Report"

Current Insufficient in Wealth Management Systems in the Market

Compliance Issues

Inadequate suitability requirements for offline product promotion

Insufficient KYC processes

Reliance on manual documentations

Time-consuming organization of communication records

How Whale Addresses These Issues:

Comprehensive KYC system ensuring compliance

Full transaction and communication logs

Automated generation of transaction records

Time-consuming of Finding Suitable Products and Client Groups

Time-consuming and labor-intensive processes to filter quality products

Difficulty in quickly matching products with suitable client groups

How Whale Addresses These Issues:

Automatic matching of products with suitable clients

Automated wealth management processes

Automated order integration

Lack of Transparent Channels for Comprehensive Engagement

Lack of transparent online product listings

Inability for upstream entities to directly distribute to downstream brokers online

Absence of real-time online notification channels

How Whale Addresses These Issues:

High-transparency online product displays

Multi-channel online distribution

Real-time online multi-channel notifications

Lack of a Comprehensive End-to-End Online Platform

Inefficiency in online and offline processes

High reliance on manual operations

Dispersed information, difficult to centralize and share

How Whale Addresses These Issues:

Centralized business processing

Centralized information management

Compliance Issues

Inadequate suitability requirements for offline product promotion

Insufficient KYC processes

Reliance on manual documentations

Time-consuming organization of communication records

How Whale Addresses These Issues:

Comprehensive KYC system ensuring compliance

Full transaction and communication logs

Automated generation of transaction records

Whale System Provides an Integrated Wealth Management Solution, Covering the Entire Business Ecosystem

End Clients

Relationship Managers

Trading Desk

Settlement

Customized

Compliance

End Clients

Intelligent Matching of Products and Clients
Targeted Display
Real-Time Online Communication
Simplified Subscription Process
Position Change Notifications and Seamless Subsequent Actions

Comprehensive Integration of the Wealth Management Ecosystem, Bridging Upstream and Downstream Supply Chains

Whale offers professional solutions and products to meet your diverse business needs

Solutions:

"Internet App Plus" Solution

Trading Platform Solution

Wealth Management Solution

US Stock & Option Solution

Virtual Asset Solution

Products:

Counter System - Front/Middle Office

Counter System - Back Office

LongPort Community

PortAI

Digital Marketing Platform

User Growth System

Whale Trading Platfrom

CRM & Account System

Contact Whale to embark on a new mode of cost reduction, efficiency enhancement, and business growth

Going beyond traditional IT vendors, Whale leverages cutting-edge financial technology to provide cost-effective, high-performance, multi-market, and multi-business one-stop flexible customization services.