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Wednesday, 03/06/2013 7:29:41 AM

Wednesday, March 06, 2013 7:29:41 AM

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We are an information technology company that designs, develops, markets and supports a flexible, scalable and secure technology platform for wealth management services for financial institutions, including investment advisory firms, securities brokerage firms, retail and private banks, mutual fund companies and insurance companies. Our focus is on Asia, primarily Hong Kong, Taiwan, Singapore and Mainland China, a market that currently lacks a comprehensive technology solution for servicing the growing wealth management industry. Because of a number of factors, including language and currency issues, existing products available in other parts of the world are not readily adaptable to the Asia market.

We offer financial institutions a complete, customized solution for their wealth management business. Our principal business solution, Advisor Workbench, which is implemented through our proprietary technology, gives financial professionals the tools and services required to develop and expand their wealth management business, including customer relationship management, financial planning, investment research, portfolio management and trade execution. This enables financial institutions to enhance customer loyalty, improve financial advisor productivity, strengthen customer relationships and increase assets under management. We also offer an integrated back-office system providing order execution, order management and portfolio and commission management. Our product offerings allow institutions to access the industry standard SWIFTNet Funds transfer system thereby allowing automated mutual fund transactions, which are generally manually performed in Asia.

To develop and market our solutions, we have partnered with Microsoft Corporation and SWIFT, each of which is a leading provider to the financial services industry. We offer software and related services to our customers based on an annual recurring license model to generate a long-term sustainable revenue base. WealthCraft HK was founded in 2003 in Hong Kong and, through WealthCraft SZ, also has operations in Shenzhen, China.

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