Traditional Issues: Many asset management systems struggle to provide long-term advisory services, focusing instead on short-term sales or custody scale. This neglects long-term wealth planning, including inheritance and generational wealth transfer.
CV Benefits: The Yongxin Advisory System assigns each user a dedicated intelligent assistant that records investment behavior and builds an “investment DNA.” It offers 24/7 personalized wealth management solutions based on data and strategy, facilitating cross-generational sharing and helping ensure long-term wealth preservation and growth.