在过去的两年里，中国的财富管理和相关论坛会议层出不穷。其重点是如何为在中国快速增长的高净值个人提供更好的财富管理。 “改革开放40年来，中国的高净值人口经历了爆炸式增长，财富积累迅速增加。现在需要考虑的问题是如何管理财富。” 6脉冲全球家庭办公室主席何佳于6月16日出席了广东省。会计领导人才在2019年的学术研讨会上说。
At the same time, Phoenix Financial will also have a detailed understanding of the degree of risk that users can bear through risk appetite, risk tolerance and risk mitigation capabilities; grasp the customer's wealth needs through customer wealth objectives, confirm investment priority, frequency of capital activities and scale. degree. These diagnoses are not based on human judgment, but Phoenix Financial is based on the assistance of intelligent financial products to understand the user's situation. Such as Magic Mirror Zhitou, Phoenix Zhibao, etc. but different financial products are different for the financial sector.
After learning more about these situations, Phoenix Financial will provide professional solutions based on the actual situation of users and make asset allocation plans. For some special projects, Phoenix Financial will also conduct users to conduct on-the-spot investigations. Therefore, some doubts on the scheme are elaborated to help them better understand wealth management.
On the one hand, the ability to professionally screen products. Regardless of whether it is for Internet finance or for some financial companies offline, consulting and wealth management diagnosis is only a stepping stone to help users manage wealth. Good products are the ultimate killer to retain users. For the products, I have to mention the good foundation that Phoenix Finance has laid down in this respect.
As a third-party financial platform, Phoenix Financial has extremely stringent conditions for the entry of products. In terms of cooperation institutions, Phoenix Financial's access rate is particularly low. Mainly because on the basis of safety, Phoenix Financial's product advisory team will strictly screen the products of the partner institutions to ensure the sustainability of the products on Phoenix Financial Platform.
The product consultant team is from world-renowned universities. It has served in many large financial service organizations around the world. It has experienced experience in the industry, with a professional system product system, international vision and insight. It is also based on this, the products on the Phoenix financial platform have brought good benefits to the majority of users, and its stability has been unanimously recognized by users.