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A one-stop solution for large & gigantic retail brokers

Omnibus One-Stop Solution - White Label

Retail brokers can quickly build a complete securities business system through SaaS and carry on business such as account opening, trading, risk control, deposit and withdrawal, clearing and settlement, etc. Furthermore, they can provide services to end customers through an independently branded White Label app and achieve efficient customer acquisition and conversion through a complete marketing system.

White Label One-stop Solution - Omnibus Customers

What can I do with White Label model, the one-stop solution?

To provide services whenever and wherever your customers need them. Your team can also get support for digital transformation to adapt to a fast-paced environment.

  • White Label App
    Fast and flexible brand customization capability — only basic brand design is needed to launch your App
  • Whale Trade Terminal
    Professional dealer terminal for extremely fast and convenient order placement
  • Securities Trading
    Covering HK, US, and A-share markets and Supporting the trading of underlying stocks, ETFs, IPO, international placement, pre-IPO, CBBCs, and US options
  • Cloud-Native securities business system
    A securities trading system that covers all platforms, including securities trading middle office and mobile app, desktop version, and dealer terminal
  • Customer Management
    A complete customer relationship management system that can efficiently complete customer conversion and customer relationship maintenance
The best practice for large & gigantic retail brokers

Not only promoting wireless trading terminals, but also providing a faster and more precise way to target customers

With White Label App, your customers can always get satisfied with the full experience of Discovery, Learning, and Trading no matter where they are

  • Covering HK, US, and A-share markets, providing basic and advanced real-time quotes for each market
  • Stock overview, multi-dimensional rating, unique supply chain industry chain for quick discovery of investment opportunities
  • LongPort news, 24*7 tracking HK, US, and A-share markets hotspots, allowing you to identify the investment trends at all times
  • LongPort community has over 300 KOLs sharing their professional investment opinions
  • Dolphin Research provides exclusive interpretation and in-depth analysis of global core assets from veteran researchers
Global Trading

Attract more customers with excellent trading capabilities

Enhance your service and profitability with our powerful securities trading capabilities. You will see a more promising tomorrow with our continuous iterations.

  • Cover trading of all underlying stocks and ETFs in Hong Kong, US, and A-share markets
  • Support HK IPO subscription, international placement, and pre-IPO trading
  • Support HK warrants & CBBCs trading
  • Support US stock options trading
Acquire accurate customer data and provide effective services
Customer management is no longer a blind test. Professional tools are available to help you deeply understand customer needs, find and locate your most valuable customers, efficiently achieve customer conversion, maintain customer relationships, and maximize your return.
  • Complete Customer Management System
    Manage the entire life cycle of customers with CRM as the core, achieving efficient customer acquisition and conversion
  • Intelligent Advertising System
    Precisely target users through rich user tags and intelligent rules configuration
  • Coupon System
    Provides a flexible configuration of marketing strategies such as rate discounts, commission coupons, stock coupons, cash coupons, etc
  • Event System
    Allows flexible customer acquisition and online promotion

Cloud-Native securities business system

  • A Securities Trading System That Covers All Platforms
    Including securities trading middle office and mobile app, desktop version, and dealer terminal
  • Convenient Securities Account System
    Including fast online account opening, KYC, and AML services
  • Extremely Fast Deposit And Withdrawal System
    Support multiple banks and provide customers with multiple methods such as eDDA, FPS, bank-securities transfer, processing within a couple of minutes
  • A Complete Clearing And Settlement System
    Covering multiple markets, products, and currencies with comprehensive business reports

Whale Trade Terminal

Professional dealer terminal for extremely fast and convenient order placement

  • Breadth

    Support more than 10 order types and satisfy various trading needs

  • Depth

    Real-time quotes of HK, US, and A-share markets in addition to professional charting, market analysis, chart drawing tools, and multi-level advanced quotes

  • Operating Features

    Support operator side features such as IPO subscription, margin call, and trade allocation

  • Dealers' Customization

    Flexible panel configuration makes it easy to customize the interface based on individual dealer's preference

Get in touch with us and discover the exceptional digital solutions offered by Whale

White Label is a one-stop solution for large & gigantic retail brokers. Retail brokers can quickly build a complete securities business system through SaaS and carry on business such as account opening, trading, risk control, deposit and withdrawal, clearing and settlement, etc. Furthermore, they can provide services to end customers through an independently branded White Label app and achieve efficient customer acquisition and conversion through a complete marketing system.