Technology Awards 2023 – Best IAM/MFO Solution

Best IAM/MFO Solution



Best IAM/MFO Solution

Xiaohong Yang

product owner

Our award-winning CRM system revolutionises IAM/MFO operations by enabling them to scale their assets under management (AUM) and boost profitability through comprehensive digitisation.

Covering the entire wealth management lifecycle, from client onboarding and compliance to portfolio management, trade execution, and reporting, our all-in-one platform caters to the needs of front, middle, and back-office operations.

By centralising workflows it liberates relationship managers to prioritise client relationships, enhance service quality, and expand AUM.

We prioritise data quality, security, and privacy, which we believe makes us the preferred choice for firms seeking AUM growth, profitability, and regulatory compliance.

What was behind the judges’ decision?

  • EasyView has demonstrated a strong capability to capture market share in the IAM/MFO space, currently standing at more than 10% of the Hong Kong market
  • The company has also shown a strong willingness to innovate in terms of its solutions. One example of this has been the use of generative AI, which is being used to enhance efficiency when it comes to KYC – saving valuable time for both client and relationship manager
  • EasyView convincingly made the case to the Technology Awards judging panel that it is the only player currently in the market that is able to consolidate the majority of daily operational functions of IAM/MFOs into a single platform

What we said

“Among an increasingly crowded field of technology vendors targeting the IAM/MFO space in Asia Pacific, EasyView stands out for being an all-in-one digital solution that is successfully capturing increasing market share among the Chinese wealth management community in Hong Kong,” said Daniel Shane, editor of Asian Private Banker and chair of the Technology Awards judging panel.

“From portfolio management, to order execution and client reporting, EasyView’s CRM solution stands out as a consolidated platform capable of handling a broad array of IAM/MFO’s daily operations, allowing seamless collaboration between front-, middle- and back-office teams.”

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