Wealth Management Central Data Exchange Platform Supporting the Development of Endowment Wealth Management

The central data exchange platform for wealth management products consists of three major components, namely, a data exchange system, a central management system and a client management system. The central data exchange platform can effectively support the safe and sound implementation and scale-up of the endowment wealth management pilot. Specifically: (1) the post-event registration of endowment wealth management products (WMPs) shifts to pre-event and ongoing registration; (2) the WMP information disclosure requirements are met; (3) the platform enables one-point access for full connectivity without repeated connection, thus boosting connection efficiency; (4) uniform data interface specifications are adopted with good scalability; (5) strong security and confidentiality protects the rights and interests of investors and the security of their personal information; and (6) the experience of value-added services is good, helping distributors control the sales quota in advance and effectively improving the purchase experience of investors