Datayes, the leader in China’s asset management technology, attended the 2nd 1024 International Investment Technology Developer Conference(IITDC 2021) held in Shanghai on October 24, showing the recipe for true digitalization of fund investment advisor.

Luo Ge, chief intelligent investing scientist of Datayes, delivered a speech in which he presented the technology and application of fund investment advisor at the conference. He said that with the expansion of pilot fund investment advisors, the wealth management service is changing from seller-model towards buyer-model, that is, providing individualized professional services according to the needs of clients. It also serves clients in the whole process of investment from the start to the finish. Therefore, asset management companies need to enhance its two core capabilities: Know Your Product (KYP) and Know Your Customer (KYC).

Datayes holds the view that the enhancement of investing research holds the key for an asset management company to improve the performance of its asset management. Datayes empowers clients by the provision of digital solutions for asset management by means of such digital technologies as AI, Big Data and so on.

Luo Ge went into detail over Datayes’ products and services, ranging from portfolio management, fund profiling, client profiling, to individualized smart wealth management solution matching. Datayes is among the few in the industry that can truly enable the digitization of asset management companies with comprehensive digital solutions.

Over 70% of the first 18 pilot fund investment advisors are Datayes’ clients. Many on the second list to be revealed soon have been its partners. The introduction of pilot fund investment advisors is an import reforming policy in China’s asset management.

Founded in 2013, Datayes is a tech company committed to the integration of human knowledge with machine intelligence to build an analytics platform empowering investment. Its first intelligent investing product came three years after the company’s establishment. It provides comprehensive solutions from investment analysis to portfolio management for thousands of financial professionals in China, Singapore, and US, covering over 2000 financial institutions, 200,000 professional investors and 10,000,000 retail investors.

The conference is hosted by Intelligent Technology League (ITL), which is initiated by leading licensed financial institutions, university institutes, fintech companies, and professional service institutions, with the aim to promote the integration of fintech with asset management. Datayes is one of the member companies to initiate ITL.