Solution introduction

Full-process, modular robo-advisor and internet fund distribution solutions that are customized for banks, fund managers, security companies, insurers, wealth managers, internet players, etc.

Based on quantitative model, machine learning and cloud computing technologies, we have developed China’s first robo-advisor product for Renminbi-denominated global asset allocation. The intelligent wealth management solutions supported by this engine feature customer analysis, market analysis, allocation algorithms, product suitability, transaction optimization, post-deal tracking and other modules to provide flexible services to institutional clients. We can also provide partners with financial planner training and the access to compliant assets, to address quality asset shortage faced by banks, security firms and wealth managers.

Hongdian Fund, an arm of PINTEC licensed for fund distribution, has reached cooperation with more than 70 fund managers and gained access to over 2,500 fund products. This enables us to provide partners with a full set of technical marketing solutions covering internet fund products and scenario-driven fund distribution. Our partners of wealth management solutions come from various sectors such as banking, securities, insurance and wealth management.

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