Beijing Xiangshang Yixin Technology Co.,LTD. provides a full stack of technological solutions for domestic and overseas financial enterprises. Our product offerings include the following:

1. Retail & institutional brokerage customer terminals, account opening systems, order execution systems, risk management systems, trade restriction systems, trade monitoring systems, clearing systems, fund management systems, CRM systems, reporting systems, compliance systems and data center services, among others.

2. Professional investment advisor client terminals, and systems for account opening, order allocation, CRM, reporting, portfolio analysis, among others.

3. Portfolio management systems for public and private funds targeting the primary and secondary markets, as well as order management systems, portfolio segregation systems, multi-dealer operating platforms, risk management systems, fund management systems and fund reporting systems.

4. Beneficiary account terminal for trust service companies, principal and beneficiary account opening system, compliance system, beneficiary management system, principal order system, and trustee operating platform.