HuaSheng Securities
Individual Institutional | Home Products
Service

Advisor Account

For non-ProfessionalFinancial advisors provide comprehensiveClientsManagement andInvestingTools

Financial advisor solutions

HS For non-ProfessionalFinancial advisor（Introducing Broker）Provides comprehensiveClientsManagementPlatformsAndInvestingTools。Through HS Infrastructure，Advisors can efficiently manage multipleClientsAccount，Provide personalizedInvestingRecommend。

  • UnifiedClientsAccountManagementPlatforms
  • BatchTradingAndPortfolio rebalancing
  • Flexible fee allocation models
  • ClientsReporting and complianceTools
  • White-label solutions
Advisor Account

AdvisorFeature

👥

ClientsManagement

Unified management of allClientsAccount，View positions、TradingHistorical and performance reports。

📊

Portfolio rebalancing

BatchTradingTools，Quickly convert multipleClientsAccount adjustment to target allocation。

💰

Fee management

Flexible management fee allocation and collection models，SupportBy AUM Or fixed fees。

📋

Compliance report

Automatically generate compliance reports，MeetRegulationRequirements，Simplify compliance processes。

Get Started Now

Join global 320 0K+ Clients，EnjoyProfessionalLevelTradingService

Open Account BackHome