Asset Pro is a leading technology platform in China that facilitates overseas asset and service transactions. Utilizing its technological capabilities, the company collaborates with advisors, who are primarily individual financial advisors, to help overseas asset and service providers reach more target investors, optimize product offerings, improve marketing efficiency and ultimately increase sales.
Founded in 2013, Asset Pro's SaaS solutions cover nearly all the elements of advisors' interactions with clients, including business development, product screening, data collection & analytics, CRM and support services. Through Asset Pro's app, advisors can optimize their targeted marketing and manage their business by providing personalized product recommendations through its proprietary data analytics engine.
Asset Pro said it aims to empower advisors to become more efficient and productive as they utilize and rely on the transaction management and tracking system.
Additionally, Asset Pro has launched a new initiative to invest in the key players of the wealth-technology ecosystem.
Looking ahead, the company said it will continue to seek strategic investment opportunities in wealth management institutions and businesses that will create sustainable synergy with Asset Pro. It said it aims to provide these companies with multi-dimensional support in terms of capital and resources to further strengthen its leadership position in this ecosystem.
Ms Fanjing Gui
Oliver Yucheng Chen
Co chief financial officer