Datayes! - Solutions

Intelligent Asset Management Solution

A next-generation asset management system that is designed to provide scanerio-based service, and offers a one-stop asset management solution.

Pioneer of New Investment Research
A world-leading quantitative investment system that integrates domain expertise with Big-Data and Machine Learning, creating a cutting-edge paradigm of HI+AI intelligent investment.
Improve Institutional Service Capability
An intelligent and automated asset management system that brings improvement to customer service efficiency and investment management capability to investment management institutions.
Reduce Institutional Investment Risk
A comprehensive end-to-end portfolio and risk management system that can effectively reduce investment risks.
Accelerate Institutional Growth
Based on practical experiences of successfully serving hundreds of domestic and international asset management institutions, we can help asset management institutions to quickly transform and embrace intelligent investment.
Empowering Institution Deployment Options
Based on modular design and leading technology, we can empower investment business scenarios and promote financial technology innovation. With a hybrid cloud deployment model, our system can satisfy stringent security and compliance requirements.

Financial Big Data

Traditional Financial Data + Alternative Data

With over 14 categories of traditional financial data and 9 categories of alternative data, our data service meets the business requirements in fundamental and quantitative investment research, trading, risk management and other scenarios. We provide comprehensive, low-latency, and high quality financial data service to diverse customers.

Intelligent Investment Research

Intelligent Search

Based on domain-specific vertical search capability powered by knowledge graph, we provide a one-stop search solution for data, chart, news, announcements, and research reports, that is able to comprehend a researcher’s search intension and respond with integrated results within seconds.

Smart Monitoring

A real-time monitoring system that can detect fundamental and industrial changes from within our big data that is important to investment research and send notification.

Investment Research Management

Our system features editable earnings forecast model and financial knowledge graph, integrating domain expertise with artificial intelligence. It records the collective investment research process and result, facilitating the sharing and transfer of investment research knowledge.

Intelligent Investment Research

Combining market-leading technologies on artificial intelligence, big data, and knowledge graph with quantamental investment philosophy, we help asset management institutions track investment trends, discover investment opportunities, avoid investment risks, accumulate investment knowledge, and improve investment efficiency.

Fund Investment Advisor

Our system enhances objectivity and professionalism of fund selection in wealth management and asset allocation. It provides an integrated fund research framework, helping fund investment advisors to accurately select products, and build portfolios satisfying customer requirements.

Whole-Market Fund Selection and Evaluation

Based on the massive data of the whole fund market, we provide hundreds of income, risk, and attribution indicators. By integrating with scoring system and performance analysis attribution model, our system provides fast and comprehensive fund selection.

Asset Allocation and Portfolio Management

Our system supports the full process of asset allocation research, from asset class research, asset allocation, and portfolio optimization to simulated portfolio tracking. In addition, it’s risk monitoring feature satisfies various regulatory requirements, which helps improve our customers’ decision-making capability.

Internal Collaboration and Result Management

By providing fund research, fund pool management, fund manager/company evaluation, and due diligence management, we help all members within the organization to collaborate efficiently and accumulate research report results.

Intelligent FOF

Intelligent Matching

Based on in-depth understanding of financial products and AI-driven market forecasts, our product provides diverse FOF solutions and enables strategists and financial advisors to better serve their customers.

Full Life-Cycle Service

Our system provides advice and information services in the full life-cycle of users’ investment, and help improve our users’ investment expertise through investor education services.

Intelligent FOF

Based on the world’s leading FOF investment research capabilities and in-depth understanding of investment advisory scenarios, we provide customized asset allocation and full life-cycle management for diverse users.

Portfolio Analysis and Risk Management

An end-to-end comprehensive portfolio and risk management system that fully integrates risk analysis and portfolio management tools. The system leverages our quality market data and advanced models to detect risk, helping operation personnel to quickly adapt to changing market condition.

Attribution Analysis and Performance Evaluation

Our system provides various reporting features meeting regulatory requirements, as well as customizable monitoring capability for various risk monitoring scenarios.

Stress Test and Risk Management

Based on scientific risk analysis, our system supports stress test and scenario analysis, helping our customers forecast and quickly respond to changes in the market by analyzing portfolio risk under extreme scenarios.

Regulatory Reporting and Custom Monitoring

Our system provides various reporting features meeting regulatory requirements, as well as customizable monitoring capability for various risk monitoring scenarios.

Quantitative Investment

Big Data and Factor Discovery

Our system integrates traditional and alternative data from diverse sources to improve factor search range and to ensure high novelty of factors, helping our customers realize exceptional returns.

Risk Factors and Risk Forecast

Our system provides risk factor exposure analysis and revenue change monitoring, and, through portfolio optimizer feature, helps control portfolio risk and improve return-to-risk ratio.

Portfolio Management and Strategy Decision Support

Featuring automatic simulated multi-asset portfolio management based on multi-asset strategy, our system supports investment decision of fund manager and strategy follow-up of individual customers, helping customers meet the diversification requirement on capital allocation.

Quantitative Investment

We provide alternative data, factor discovery and analysis tools, model development tools, strategy management and evaluation platform, and portfolio management and optimization system, satisfying the requirement of quantitative research life-cycle management.