Experience the newly launched Yuanta Wealth app by Yuanta Securities (Hong Kong), designed to help you effortlessly stay on top of your wealth dynamics and achieve intelligent asset management.
This app is specifically designed to enhance your wealth management efficiency, allowing you to grasp your asset status anytime, anywhere. Whether you need to flexibly adjust your investment portfolio or check fund flow status, we cater to your diverse financial needs. With professional analytical tools, you can gain insights into market trends and optimize asset allocation.
Features of the Yuanta Wealth app include:
Portfolio Overview at a Glance: Monitor your investments performance, giving you a clear view of how your wealth is evolving.
Asset Breakdown: Explore your asset distribution through clear, visual summaries that help you understand exposure, diversification, and overall asset allocation.
Comprehensive Transaction Records: Easily review your trades and transfers history, across stocks, bonds, funds, structured products, insurance*, and more, keeping every movement transparent and traceable.
Transaction Alerts & Notifications*: Receive in-app reminders for key events such as contract expiry, dividend distribution and corporate actions, so you never miss what matters.
Enterprise-Grade Security: Industry-recognized information security encryption technology, Yuanta Wealth is designed to safeguard your personal data and financial information at all times.
*Will be available in subsequent versions
We look forward to providing you with a smooth and convenient new digital wealth management experience. If you have any questions, please feel free to contact your Relationship Manager. For technical support, please call the Customer Service Hotline at (852) 3555 7878.
