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Provide great customer service by mobile device.

客户
批量管理

客户
分类功能

客户
生日提醒

客户
约访提醒

客户
面谈日志

客户
到期提醒

保险规划
养老规划
购房规划
教育规划
自由梦想
购车规划
财富传承
投资规划
有哪些目标?
有哪些保险保障?
有哪些资产和负债?
风险偏好?
梦想蓝图,尽在掌握
Comparative Analysis of Multi-Financial products, private asset allocation and product consulting services.
券商集合理财、保险、基金、P2P、银行理财、信托阳光私募
海量产品分析、产品对比、代理产品优先推荐、一站式解决客户理财需求
Real Time Economic Data, Industry Pulse, Customer Needs…are Easy to Access.
Macroeconomic, financial market, insurance, asset allocation, living expense.
Comprehensive source of statistical data, one for all.
Just do it!

Financial planning through mobile devices - computer, mobile phone, PAD, etc. ,

it can be anytime, anywhere access to Wealth Financial.