EasyViewPRO

Easy View

About this app

EasyViewPro is a one-stop digital financial asset portfolio management platform independently developed by EasyView. Through the EasyViewPro APP, it can manage the entire process of pre-investment, investment, and post-investment. Build an investment ecology centered on ultra-high-net-worth clients, external asset managers and family offices, and provide multiple services such as real-time interaction, private bank account asset viewing, structured product inquiry, and continuation management to fully meet the needs of financial institutions and their clients. Private wealth management needs.
Comprehensive Asset Portfolio Management
[All asset portfolio management] You can see all assets on and off the balance sheet at a glance, and easily check all holdings and latest valuations.
[Automatic synchronization of bank data] Global mainstream private bank accounts are automatically synchronized, making data integration easier.
[One-click asset report generation] The report can be customized, and the report generation is simpler and more efficient.
One-stop investment management process
[Structured Product Inquiry] Send inquiry requests to private banks and investment banks anytime, anywhere, and quickly compare prices to find the best quotation.
[All-category transaction processing] Manage transaction orders for all-category investment products and track order status in real time.
[Full-automatic survival management] Fully automatic smart survival monitoring, instant reminders of events such as knock-outs, dividend distributions, and delivery.
more services
【Instant Interaction】It is not only a chat tool, but also a compliance solution to reduce transaction risks and improve transaction efficiency.
[Hot Information] Independent research reports and market opinions from private banks and professional investment research teams help you find good investment opportunities.

What’s new

1、全新 AI 智能体 Evie 上线。 用自然语言查询持仓与交易数据，告别繁琐查找，不必再翻阅对账单或报表。
2、少部分性能优化与问题修复。