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强大运营支撑 构建数字化服务场景
赫奕家族办公室创设7大产品服务矩阵,聚集顶尖财富顾问团队、资产配置专家、法税顾问等,为财富保驾护航。APP线上需求评估,线下N+1专属团队跟进,一体化构建线上线下OMO数字化服务场景。

全天候在线自主操作 全程可视化服务
创建功能完备的数字化工具,提供业务办理的快速通道。远程注册、实名认证、智能KYC、智能双录等数字化解决方案时时在线;家族信托立项、合同签署、财产交付、项目成立等各环节状态,全流程清晰可见。

轻松查看产品信息 自主投资有迹可循
聚合式推送热销信托产品,方便查阅产品要素、资金运作方向、收益分配规则等信息。简化投资发起流程,满足个性化投资需求。

实时查看账户资产 财产管理尽在掌握
成功设立家族信托项目后,您可以实时查看项目持仓情况、交易明细、盈亏情况、存续时间及产品净值等,一手掌握投资全貌。每季提供《家族信托财产管理报告》,详细披露信托财产的管理、运用、处分及收益情况,托管更放心。

多元化资讯服务 助力财富传承“价值+”
汇集财富传承资讯,呈现专享活动精彩瞬间;财经课堂系列课程,助您树立正确投资观,聊聊财富传承那些事,建立科学的财富规划与配置认知体系,助力财富家庭基业长青、家风永续、门庭赫奕。
--------联系我们--------
如有疑问,可拨打客服电话 400-608-8800
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