Workflow
机构理财服务
icon
Search documents
粤开证券携手金证股份共拓机构理财新蓝海
Quan Jing Wang· 2025-11-17 08:16
Core Insights - The launch of the "Enterprise Treasure" platform by Guangdong Kai Securities and Jinzheng Co., Ltd. marks a significant step in providing a comprehensive institutional wealth management service solution, focusing initially on the public fund sector [1][2] - The platform aims to address pain points in institutional client services and promote the digital transformation of institutional business through a full-cycle, integrated approach [1][2] Group 1: Platform Features - The platform covers the entire investment process, including pre-investment research, transaction support, post-investment analysis, and operational management, creating a closed-loop service [1] - It offers a rich and multi-dimensional set of investment research tools to enhance brokerage firms' value-added services [2] - The platform supports various transaction types, including public and private funds, income certificates, fund advisory, on-market ETFs/LOFs, money market funds, and reverse repos, catering to diverse institutional allocation needs [2] Group 2: Technological Integration - Jinzheng Co., Ltd. emphasizes a B2B2C model, focusing on the full lifecycle service needs of professional institutional investors [1] - The project leader from Jinzheng Co., Ltd. highlighted the company's mature construction plan for the platform, which supports integration with heterogeneous systems and allows for rapid deployment [2] - The collaboration between Guangdong Kai Securities and Jinzheng Co., Ltd. explores a new model of institutional services driven by demand, technology, and ecosystem co-construction [2] Group 3: Market Context - The institutionalization of China's securities market is accelerating, making institutional business a core area for high-quality development among securities firms [1] - As the market for institutional wealth management services becomes more specialized and digitalized, Jinzheng Co., Ltd. is committed to leveraging technology, including AI models, to enhance service efficiency [2] - The company aims to build a smart, collaborative, and sustainable new ecosystem for wealth management services by integrating resources with industry partners [2]