- Market QuotationMassive data sources
WFC provides large volume of China and overseas stock, bond, fund and commodity quotes at your fingertips. Its powerful charting tools offer variety of analysis, peer comparisons, independent ESG ratings and other diverse features.
- Financial NewsComprehensive information, multi-dimensional outreach
7×24 news streaming allows financial advisors to attach business cards and products with one click to share directly with customers. WFC contributes to building strong and robust relationships between financial advisors and clients, and generates a steady stream of exposure and online traffic.
- Product AnalysisComplete product coverage in one-stop analysis
WFC features a wide range of financial products such as public funds, private funds, bank wealth management products, asset management products and trust schemes, all supported by intelligent search, fund diagnosis, fund comparison, fund manager comparison, and other various thematic statistical functions.
- Asset AllocationEasy portfolio diagnosis with asset allocation report in seconds
WFC enables multi-type portfolio entry across asset classes and markets, generating asset allocation reports in seconds by further analyzing the net worth growth, stage performance, scenario analysis and dynamic retracement metrics in portfolios.
- Client AcquisitionSystematic management and precise client acquisition
WFC is committed to serving as a valuable resource for financial advisors by categorizing, processing and collating all types of shared resources, tracking the results of reach, and scientifically guiding financial advisors in their daily work empowered by data.
- Client ServiceTrailing asset allocation to empower client service
With client positions and client relationship management, WFC helps financial advisors to quickly understand the specific investment situation of their clients, allowing them to actively group clients into segments, and easily develop customized service plans for clients with different investment preferences.
- Risk MonitoringMulti-dimensional risk monitoring and position penetration reminder
Leveraging Wind's global risk monitoring capability, WFC conducts a non-stop risk scan and detection on various events and subjects, providing clients with full-dimensional risk monitoring to support business development of financial advisors.
- Administration CenterIntelligent decision improves management efficiency
Tailored for management teams in financial institutions, WFC is designed to help administrators obtain the overview of business data and trends and improve management decisions by managing single products and asset allocations within an institution.
- Professional AdvancementComprehensive training program to build a high-performing wealth management team
WFC offers bespoke training by Wind’s professional training team, leading views delivery by Wind 3C Conference and mock asset allocation competition on WFC terminal. By creating an online and offline learning community, WFC facilitates strategic business transformation and beefs up overall capabilities of the team.