The advanced form of wealth management is continuous support across the entire life cycle.
The Yongxin Advisor System (Lifelong Advisor) is like an intelligent wealth manager that keeps growing. By continuously learning users’ investment behavior, risk preferences, and financial goals, it provides professional services across all scenarios, including asset allocation, education planning, retirement reserves, and family wealth transfer, allowing everyday users to enjoy a customized wealth management experience at the family-office level.
Core Highlights
- Continuously learns user habits, with plans becoming more tailored over time
- Covers different life stages and meets a wide range of financial needs
- 7×24 uninterrupted service, with timely and stable responses
- Supports collaboration among family members, with services that can be passed down across generations